Remote Financial Counseling Representative

Job Description

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.