Remote Financial Wellness Guide – Colorado Entry-Level Opportunity
Are you based in Colorado and ready to start a remote-first career that’s both impactful and flexible?
We’re working with ambitious individuals across the Centennial State to help them launch purpose-driven careers in financial services. As a Financial Wellness Guide, you’ll assist clients in understanding foundational financial strategies like income protection and retirement planning—all from home. No prior experience is required. We provide full training, licensing assistance, digital tools, and ongoing mentorship to help you grow confidently into the role.
What You’ll Do:
• Conduct virtual client sessions using Zoom or phone
• Use digital platforms to present financial options and solutions
• Participate in structured onboarding, training, and coaching
• Set your own hours—part-time or full-time availability
What’s Included:
• Licensing support and onboarding guidance
• CRM system, presentation scripts, and training materials
• Weekly mentorship from industry professionals
• 100% remote structure with growth opportunity
You’re a Fit If You:
• Live in Colorado and are looking for a remote-first, entry-level career
• Are coachable, professional, and people-focused
• Want to build a real career—not just pick up a gig
• Thrive with clear systems and ongoing mentorship
Minimum Requirements:
• U.S. resident based in Colorado
• 18+ with valid Social Security Number
• Must pass a background check (no felonies)
• Willing to complete licensing (we walk you through it)
This remote-first, entry-level opportunity is designed for Colorado residents ready to build a professional path in the financial space—with full training, mentorship, and flexibility.
Powered by JazzHR
Remote
About the Company:
Turley Insurance Solutions
Apply Now
Apply Now
We’re working with ambitious individuals across the Centennial State to help them launch purpose-driven careers in financial services. As a Financial Wellness Guide, you’ll assist clients in understanding foundational financial strategies like income protection and retirement planning—all from home. No prior experience is required. We provide full training, licensing assistance, digital tools, and ongoing mentorship to help you grow confidently into the role.
What You’ll Do:
• Conduct virtual client sessions using Zoom or phone
• Use digital platforms to present financial options and solutions
• Participate in structured onboarding, training, and coaching
• Set your own hours—part-time or full-time availability
What’s Included:
• Licensing support and onboarding guidance
• CRM system, presentation scripts, and training materials
• Weekly mentorship from industry professionals
• 100% remote structure with growth opportunity
You’re a Fit If You:
• Live in Colorado and are looking for a remote-first, entry-level career
• Are coachable, professional, and people-focused
• Want to build a real career—not just pick up a gig
• Thrive with clear systems and ongoing mentorship
Minimum Requirements:
• U.S. resident based in Colorado
• 18+ with valid Social Security Number
• Must pass a background check (no felonies)
• Willing to complete licensing (we walk you through it)
This remote-first, entry-level opportunity is designed for Colorado residents ready to build a professional path in the financial space—with full training, mentorship, and flexibility.
Powered by JazzHR
Remote
About the Company:
Turley Insurance Solutions
Apply Now
Apply Now