About The Role Most families worry about money. They want to save, pay down debt, and protect their future, but standard schooling never taught them how money works. We are looking for people who want to help solve this problem. If you come from customer service, teaching, hospitality, or team leadership, you already have the core skills needed. This is not about pushing products or high-pressure selling. It is about asking the right questions, listening to people, and guiding them toward better financial choices. Is This Role Right for You? Ask Yourself These Questions Are you tired of strict salary caps that do not reward your extra effort? Do you prefer asking questions and solving problems rather than using hard sales tactics? Are you looking for true control over your daily schedule and work hours? Can you commit to 10 to 15 focused hours per week if you start part-time? If you answered yes, you will likely find this work rewarding. A Typical Week In This Role Here is how your time is divided: Client Discovery & Strategy: Meet virtually with clients. Ask about their financial goals, review their current situation, and share clear solutions for savings and insurance protection. Coaching & Mentorship: Join team training sessions. Learn from experienced mentors and practice your communication skills. Business Management: Set your own appointments, follow up with current clients, and update client records.

Qualifications

Must be 18 years or older. Must pass a standard background check. Must be legally authorized to work in the United States. Strong active-listening and communication skills. A self-driven work ethic with a desire to help others. Active state license (or willing to obtain one through our training program).

What We Offer

Schedule Freedom: Set your own calendar. Work around family, school, or your current job. Direct Impact: Help families and small businesses gain financial peace of mind. Growth & Support: Access hands-on mentorship, weekly team coaching, and proven client systems. Uncapped Pay: Your income is 100% uncapped, meaning your earnings reflect your direct results.