Sales Representative – Remote (PT)

About the Role:

Most people know they need to save money and protect their household, but they lack the confidence, habits, and accountability to get started.

We are looking for people-oriented coaches who love listening, encouraging others, and helping clients build better habits. Instead of pushing numbers and closing deals, you serve as a supportive guide who walks alongside families, helps them set realistic targets, and keeps them on track to reach financial security.

Is This Role Right for You?

• Are people naturally drawn to you when they need honest advice or encouragement?
• Do you get more satisfaction from helping someone hit a personal goal than from traditional corporate work?
• Are you tired of income caps that do not reflect your true value and work ethic?
• Can you set aside 10 to 15 focused hours each week to coach clients from home?

Comprehensive Training & Support:

We believe in building confident coaches through direct, practical support:

• Co-Coaching Program: You work directly with a senior mentor who helps you guide your first families step-by-step.
• Ongoing Skill Workshops: Join weekly live sessions covering active listening, goal setting, and habit building.
• Licensing Guidance: We give you a straightforward study plan and prep resources to complete your state licensing exam in a few short weeks.

How You Spend Your Time:

• Client Coaching: Meet with families online to review their budgets, uncover their biggest money worries, and celebrate their progress.
• Team Strategy: Review client scenarios with senior mentors to choose the best guidance for each family.
• Relationship Management: Check in with clients between sessions, send progress updates, and organize your calendar.

Qualifications

• Strong empathy, patience, and active-listening skills.
• Background in coaching, counseling, customer service, or hospitality is a great fit.
• Must pass a standard background check and be legally authorized to work in the U.S.
• Active state license (or willingness to obtain one with our training support).
• High school diploma or equivalent.