Remote Financial Counseling Representative Full Time

• Flexible schedule
• Opportunity for advancement
• Training & development

Remote | Full-time or Part-time | No experience needed

What this role is about
We’re looking for people who enjoy working with others and want to grow. As a Financial Services Representative, you’ll help individuals and families get more organized with their finances, understand their options, and move toward a more stable future. No experience is needed — we’ll train you step by step.

What you’ll be doing
– Talk with clients and get to know their goals
– Help explain simple financial concepts in a clear way
– Support families with getting organized and on track
– Follow up to make sure clients feel taken care of
– Work with a team that’s focused on growth and helping people
– Join trainings to keep learning and improving

What we’re looking for
– Good communication and people skills
– Positive attitude
– Willing to learn (we’ll teach you everything)
– Self-motivated and reliable
– Customer service or people experience is a plus, not required

What you get
– Work from home
– Flexible schedule
– Training and support from day one
– Help getting licensed (life, investments, mortgage)
– Opportunity to grow into leadership if you want it

Licensing (we help you)
No license needed to start. We guide you through getting:
– Life License
– Securities Licenses (6, 63, 26, 65)
– Mortgage License

Why people like it here
We focus on helping families build better financial habits and long-term stability, while also helping our
team grow personally and professionally.

Flexible work from home options available.