Financial Management Professional

**Fully Remote Opportunity** \- Work from anywhere with a reliable WiFi connection. **Flexible Schedule** \- Set your own hours, with the ability to work full\-time or part\-time (5–40 hours per week). **No Experience Required** \- Comprehensive training and mentorship provided. Preferred backgrounds include customer service, management, retail, or hospitality. As a Financial Professional, you’ll empower clients from diverse backgrounds by providing financial education and personalized planning. You’ll help individuals, families, and business owners achieve their short\-, mid\-, and long\-term financial goals through retirement planning, college savings, investments, and insurance solutions. Our mission is to build confidence in our clients’ financial futures using innovative technology, trusted expertise, and a client\-first approach. Desired Characteristics * Commitment to personal and professional growth. * Strong communication and interpersonal skills. * Leadership experience or a desire to develop leadership abilities. * Passion for making a positive impact in the financial industry. * Ability to thrive in both collaborative team settings and independent work. * High integrity, with a focus on prioritizing clients’ best interests. Key Responsibilities * Conduct professional virtual appointments through our firm’s online platform. * Build and maintain trusted client relationships, providing ongoing financial guidance. * Manage your calendar, client portfolio, and operational tasks efficiently. * Prepare and recommend tailored financial plans, including data entry and report generation. * Stay current on financial products, providers, and industry trends. * Mentor and guide new representatives as needed, adhering to company standards. What Sets Us Apart * **Flexible Roles**: Choose between full\-time or part\-time commitments. * **Innovative FinTech**: Leverage industry\-leading technology to deliver exceptional client experiences. * **Supportive Culture**: Join a team that prioritizes personal fulfillment and professional growth. * **Growth Opportunities**: Potential for future agency ownership and leadership roles. * **High Client Retention**: Benefit from our industry\-leading persistency rates. Qualifications * Minimum age of 18 (25\+ preferred). * Legal U.S. resident, citizen, or work permit holder with a valid SSN. * **Ability to pass a background check.** * **Willingness to complete licensing requirements within 30 days.** * High level of accountability and integrity, critical for a regulated, client\-focused industry. * Entrepreneurial mindset, with a drive to build and grow as a business partner. We Offer * Comprehensive training program, no prior experience needed. * Opportunity to work in the \#1 growing fintech industry. * Meaningful work mentoring, teaching, and serving clients. * Access to financial planning services for personal use. * Referral program to expand your network. Compensation \& Benefits * **Pay Struc