Communication Skills, Customer Support/Service, Mentoring, Needs Assessment, Training/Teaching
10875 Main St. #203 10875 Main St. #203 Fairfax, VA
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Training & development
- Wellness resources
Job Description:
We are looking for individuals interested in helping clients better understand financial wellness and protection strategies. This entry-level role provides training and mentorship to build foundational knowledge.
Responsibilities:
- Conduct virtual client conversations
- Share general financial wellness concepts
- Assist with identifying client needs
- Participate in training and development
Qualifications:
- Interest in financial education
- Strong communication skills
- Coachable and self-motivated
- No prior experience required
What We Offer:
- Training provided
- Flexible remote schedule
- Supportive team environment
- Career growth opportunities
This is a remote position.