Financial Customer Service Representative (Remote)
We are dedicated to empowering middle-income families to achieve financial independence and security. Through personalized coaching and educational programs, we provide the tools and knowledge that schools often overlook. Our mission is similar to Dave Ramseys: guiding families towards their financial goals and transforming lives.
Position Overview
We are seeking compassionate and motivated individuals who have a passion for helping others. As part of our team, you will play a critical role in guiding families to financial freedom. Whether you are just starting your career or looking to advance to a leadership role, we have opportunities for Financial Representatives, Trainers, and Vice Presidents to run offices.
Responsibilities
Field Representative
Engage with families to understand their financial challenges and goals.
Educate and guide clients through personalized strategies.
Build lasting relationships and be a trusted representative for financial wellbeing.
Field Trainer
Mentor and develop new representatives.
Conduct workshops and training sessions on financial principles and client engagement.
Lead by example, demonstrating best practices and fostering a supportive learning environment.
Branch Manager (VP of Operations)
Oversee office operations and ensure alignment with our mission and values.
Inspire and lead a team of representatives and trainers.
Drive initiatives to expand our reach and impact within the community.
Qualifications
A genuine desire to help others and make a positive impact.
Excellent communication and interpersonal skills.
Ability to build trust and rapport with clients.
Strong organizational and leadership abilities.
No experience in financial services, education, or coaching required but is a plus.
What We Offer
Comprehensive training and development programs.
Opportunities for career advancement and leadership roles.
A supportive and collaborative team environment.
The chance to make a meaningful difference in the lives of families.
Join Our Team
If you are driven by a passion for helping others and want to be part of a mission that changes lives, we would love to hear from you. Apply today and embark on a rewarding career that makes a difference.
Job Types: Full-time, Part-time
Pay: $24,500.00 - $187,500.00 per year
Shift:
4 hour shift
8 hour shift
Day shift
Evening shift
Morning shift
Work Location: Hybrid remote in Miamisburg, OH 45342
Apply Now
Position Overview
We are seeking compassionate and motivated individuals who have a passion for helping others. As part of our team, you will play a critical role in guiding families to financial freedom. Whether you are just starting your career or looking to advance to a leadership role, we have opportunities for Financial Representatives, Trainers, and Vice Presidents to run offices.
Responsibilities
Field Representative
Engage with families to understand their financial challenges and goals.
Educate and guide clients through personalized strategies.
Build lasting relationships and be a trusted representative for financial wellbeing.
Field Trainer
Mentor and develop new representatives.
Conduct workshops and training sessions on financial principles and client engagement.
Lead by example, demonstrating best practices and fostering a supportive learning environment.
Branch Manager (VP of Operations)
Oversee office operations and ensure alignment with our mission and values.
Inspire and lead a team of representatives and trainers.
Drive initiatives to expand our reach and impact within the community.
Qualifications
A genuine desire to help others and make a positive impact.
Excellent communication and interpersonal skills.
Ability to build trust and rapport with clients.
Strong organizational and leadership abilities.
No experience in financial services, education, or coaching required but is a plus.
What We Offer
Comprehensive training and development programs.
Opportunities for career advancement and leadership roles.
A supportive and collaborative team environment.
The chance to make a meaningful difference in the lives of families.
Join Our Team
If you are driven by a passion for helping others and want to be part of a mission that changes lives, we would love to hear from you. Apply today and embark on a rewarding career that makes a difference.
Job Types: Full-time, Part-time
Pay: $24,500.00 - $187,500.00 per year
Shift:
4 hour shift
8 hour shift
Day shift
Evening shift
Morning shift
Work Location: Hybrid remote in Miamisburg, OH 45342
Apply Now