Sales Representative
Company Overview
We are a mission-driven financial services organization focused on tackling one of the world’s most pressing issues: financial illiteracy. By providing accessible education and practical financial strategies, we help individuals and business owners work toward financial independence and long-term security.
Our team is built on integrity, leadership, and a commitment to excellence. We combine comprehensive training, modern online tools, and a supportive mentorship culture to help our associates build meaningful, impact-driven careers.
The Opportunity
We are seeking an ambitious, driven Sales Representative (Lead Associate) to join our team in a part-time, fully remote capacity. In this role, you will educate and guide clients through key financial concepts, helping them understand their current situation and create practical plans for a stronger financial future.
This is an opportunity for someone who wants flexible, personally customized scheduling, access to professional training and coaching, and a clear path to advancement. Whether you are exploring a new part-time income stream or building toward a full-time career, you will gain transferable skills in client relationship management, sales, leadership, and financial literacy.
What You'll Do
- Serve as a primary point of contact for clients, building strong relationships and ensuring a professional, timely, and courteous experience.
- Educate clients on core financial concepts such as budgeting, savings, debt reduction, investments, insurance-based protection, retirement planning, and estate considerations.
- Work with clients to develop customized financial strategies aligned with their individual needs, goals, and risk tolerance.
- Conduct remote consultations and follow-up meetings using our online tools, providing ongoing guidance and support throughout the planning process.
- Collaborate with experienced brokers and mentors, actively participating in training and leadership development to grow your impact and earning potential.
What Success Looks Like
- Within your first 3–6 months, confidently lead client conversations using our education-focused approach and tools, with positive feedback on clarity and professionalism.
- Build and maintain a growing portfolio of satisfied clients who regularly engage with you for ongoing financial education and support.
- Consistently follow through on commitments, ensuring client questions and needs are addressed promptly and thoroughly.
- Demonstrate steady personal growth by applying training, contributing to team discussions, and taking on increased responsibility in client service and leadership development.
What We're Looking For
- Strong desire to help people, with a genuine interest in financial education and empowering others to improve their financial lives.
- Entrepreneurial mindset and self-motivation, with the discipline to work independently in a 100% remote environment.
- Backgrounds in customer service, leadership, management, education, coaching, military, or high-level athletics are a strong fit.
- Must be 18 years or older, a U.S. citizen, able to pass a background check, and eager to learn; no prior financial experience is required due to our comprehensive training and coaching.
Compensation and Benefits
- Advancement and compensation are scalable based on your personalized individual career goals.
- Training, coaching, and leadership development provided in both group and one-on-one settings.
- Part-time opportunity with the option to grow into a full-time career.
- Personally customized scheduling in a fully remote work environment.
How to Apply
If you are driven, coachable, and passionate about helping others improve their financial futures, please submit your application through this posting. If your qualifications align with what we are looking for, we will contact you with details on the next steps in our selection process.