Financial Services Associate

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time or part-time remote role to meet with individuals and families, understand their goals, review their current situation, and help them make smart decisions about protection and retirement. They walk people through their options, answer questions, and help put plans in place that fit their needs. Associates receive ongoing training and mentorship while building relationships and growing their client base through referrals and personal connections.Qualifications• Strong communication skills and ability to build trust • Genuine desire to help families improve their financial situation • Willingness to complete required training and obtain state licensing • Self-motivated and dependable • Comfortable meeting new people and asking for referrals • Able to manage time effectively (part-time or full-time) • High integrity and professional conductNo prior financial services experience required — we provide training and mentorship.