Financial Advisor Trainee (Remote) | Flexible Schedule | Training & Mentorship Provided

About the Opportunity

We’re expanding our financial services team and are looking for motivated individuals interested in building a flexible career helping individuals and families work toward their financial goals.

This is an entry-level opportunity designed for individuals who want professional development, mentorship, and the ability to build a long-term career. No prior industry experience is required. We provide training, support, and guidance to help you develop the skills needed for success.

This opportunity may be a fit for individuals seeking:

A career transition or additional income opportunity

Flexible scheduling (part-time or full-time)

Professional growth and leadership development

A career focused on helping others

What You’ll Do

Meet with individuals and families virtually to discuss financial priorities and goals

Educate clients on protection planning, retirement strategies, and financial concepts

Help clients identify potential gaps and opportunities within their financial plans

Build long-term relationships through ongoing communication and support

Participate in mentorship, training, and professional development programs

Develop your business through networking, referrals, and community outreach

Who We’re Looking For

You may be a strong fit if you:

Enjoy working with and helping people

Communicate effectively by phone and video

Are coachable and open to learning new skills

Are self-motivated and dependable

Are interested in long-term career development

Have experience in customer service, sales, management, education, healthcare, or another client-facing field (helpful but not required)

Training & Support

Structured onboarding process

Ongoing mentorship from experienced professionals

Weekly educational workshops and training sessions

Professional development opportunities

Leadership advancement based on performance

Compensation & Schedule

Performance-based compensation

Flexible schedule (part-time or full-time)

Remote work environment

Independent contractor opportunity

Next Steps

Qualified applicants will be invited to a brief introductory conversation to:

Learn more about the opportunity

Review the training and mentorship structure

Determine whether the position is a good fit

Applicants must be willing to obtain a state Life & Health Insurance License (guidance provided).