Remote Representative - Part Time

Remote Representative

Company Overview

We are a mission-driven financial education and services organization focused on addressing one of the world’s most pressing issues: financial illiteracy. Our goal is to make financial independence and security accessible to people from a wide range of backgrounds.

We pride ourselves on a commitment to excellence in everything we do. Our team is collaborative, growth-oriented, and dedicated to helping individuals, families, and communities make better financial decisions through education and guidance.

The Opportunity

As a Remote Representative, you will play a key role in educating and guiding individuals and families on basic financial concepts, tools, and strategies. This is a part-time, fully remote role with personalized scheduling, designed for self-motivated people who want to make a meaningful impact while building a scalable career.

You do not need prior financial services experience. We provide comprehensive training, coaching, and mentorship so you can develop your skills, grow your confidence, and choose whether to build this into a significant part-time income stream or a long-term full-time career.

What You'll Do

• Learn and master foundational financial education concepts through our training and coaching programs.
• Engage with individuals and families virtually to understand their financial goals and share educational resources and options.
• Deliver clear, simple explanations of financial concepts to help clients make more informed decisions.
• Build and manage a personal pipeline of contacts and follow-ups using our online tools and systems.
• Collaborate with experienced brokers and mentors to develop your skills, identify growth opportunities, and advance toward your personal career goals.

What Success Looks Like

• Within the first 60–90 days, complete the core training curriculum and demonstrate confidence in presenting basic financial education topics.
• Consistently show up for scheduled training, coaching, and client meetings, managing your time effectively around your personalized schedule.
• Build and maintain a growing base of client relationships, with regular virtual meetings and follow-ups.
• Demonstrate growing leadership by taking initiative, meeting agreed-upon activity goals, and actively participating in team learning and development.

What We're Looking For

• Ambitious, self-motivated individuals with a strong desire to help people and make a positive impact in their communities.
• Backgrounds in customer service, leadership, management, education, coaching, military, or high-level athletics are a great fit, but not required.
• Strong work ethic, integrity, perseverance, and an entrepreneurial mindset, with the ability to work independently in a remote environment.
• 18 years or older, U.S. citizen, able to pass a background check, and comfortable learning new concepts through structured 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 ability to grow into a full-time career if desired.
• Personally customized scheduling with 100% remote work.

How to Apply

If you are driven, people-focused, and excited about helping others improve their financial futures, please submit your application through this posting. If your qualifications are a strong fit, we will contact you with details on the next steps in our selection process.