Lead Associate - Part Time (Fully Remote) - Part-time

Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work. As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner. Associates share financial knowledge, education, and strategies to help clients and businesses build solid financial foundations. Both Remote & Hybrid Options Available | Online tools and training is provided in house. If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process. NO data entry/Marketing/Analyst Roles Needed--(we will reject if this is what you are looking for)-Customer service and management backgrounds are preferred-Training/Coaching/ Included-Personally Customized Scheduling-Financial skills/knowledge not required. As a reminder, there are no automatic disqualifiers in our process, every candidate is evaluated holistically. Your training is provided in house both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you. We offer access to those that are looking to create a full-time career or one that is part time to earn additional income. No matter which you choose, we are here to support the growth of your business and goals! We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds. Please reach out to us if you have any questions. We look forward to reviewing your application. Must have: • Ambition & drive to make a positive impact in the community • Customer service and/or management experience Skills: • Active Listening • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Relationship Building • Prospecting Required qualifications: • Legally authorized to work in the United States • 18 years or older Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work. As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner. Associates share financial knowledge, education, and strategies to help clients and businesses build solid financial foundations. Both Remote & Hybrid Options Available | Online tools and training is provided in house. If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process. NO data entry/Marketing/Analyst Roles Needed--(we will reject if this is what you are looking for)-Customer service and management backgrounds are preferred-Training/Coaching/ Included-Personally Customized Scheduling-Financial skills/knowledge not required. As a reminder, there are no automatic disqualifiers in our process, every candidate is evaluated holistically. Your training is provided in house both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you. We offer access to those that are looking to create a full-time career or one that is part time to earn additional income. No matter which you choose, we are here to support the growth of your business and goals! We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds. Please reach out to us if you have any questions. We look forward to reviewing your application. Must have: • Ambition & drive to make a positive impact in the community • Customer service and/or management experience Skills: • Active Listening • Bus

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