Overview
This is a fully remote role with an organization that helps individuals review financial programs designed to support families and create long-term stability. You will meet virtually with people who have requested information and guide structured conversations that help them understand the available programs and determine sensible next steps for their goals.
Professionals entering this field for the first time are welcome. Training, guidance, and mentorship are provided to help you learn the programs and the consultation process.
Estimated earnings are performance-based and reflect your consistency and results.
What You'll Do
• Facilitate scheduled virtual consultations
• Understand each individual's financial priorities
• Explain available program options clearly
• Assist with digital applications and documentation
• Maintain organized follow-up communication
What We're Looking For
• Strong communication and interpersonal skills
• Comfortable leading virtual consultations
• Organized with strong follow-through
• Self-motivated in a remote setting
• No prior industry experience required
What's Offered
• Step-by-step training and mentorship
• Working with individuals who request consultations in advance
• Performance bonuses and recognition incentives
• All-inclusive travel rewards and leadership events for top performers
• Flexible scheduling structure
Pay: $60,000.00 - $80,000.00 per year
Benefits:
• Flexible schedule
• Professional development assistance
• Work from home
Work Location: Remote