Associate

This is a fully remote position, open to applicants in Tennessee.

📋 Description

• Act as a primary contact and representative for clients to ensure complete satisfaction.

• Maintain ongoing interactions with clients and the associates responsible for their needs.

• Deliver timely, professional, and courteous assistance.

• Provide financial insights, education, and strategies related to business matters, investments, insurance protection, retirement, savings, and estate planning.

• Create tailored financial plans that reflect clients’ objectives and requirements.

• Assist clients in comprehending their financial circumstances and offer guidance on budgeting, debt reduction, investment strategies, and retirement planning.

• Collaborate effectively with a team of like-minded professionals.

• Engage in a selection process and complete the required training.

⛳️ Requirements

• Strong work ethic, integrity, resilience, a desire for growth, and an entrepreneurial mindset.

• Experience in customer service, leadership, and management is preferred.

• No previous financial work experience is necessary.

• Capability to complete in-house training and utilize online resources.

• No automatic disqualifiers; candidates will be assessed in a holistic manner.

🏝️ Benefits

• Comprehensive in-house training in both group and individual formats.

• Access to online tools and training resources.

• Opportunity to connect with seasoned brokers and business mentors.

• Scalable advancement and compensation based on tailored individual career aspirations.

• Flexibility to pursue either a full-time career or part-time supplementary income.

• Opportunities for professional and personal development.