Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided

<p><span style="font-weight: bold">Compensation</span><br></p> <p><br></p> <p><span style="font-weight: bold">Performance-based compensation with leadership growth opportunities</span></p> <p><br></p> <p><span style="font-weight: bold">About the Opportunity</span></p> <p><br></p> <p><span>Are you interested in building a career in financial services with flexibility, mentorship, and long-term growth potential?</span></p> <p><br></p> <p><span>We are expanding our team and seeking motivated individuals interested in helping families with protection planning, retirement strategies, and long-term financial education—while building a flexible financial services practice of their own.</span></p> <p><br></p> <p><span>This opportunity can be started </span><span style="font-weight: bold">part-time or full-time</span><span>, making it a strong fit for career changers, professionals exploring a transition, or entrepreneurial individuals looking to build alongside existing commitments while growing toward something larger.</span></p> <p><br></p> <p><span>Whether you come from sales, client service, education, business ownership, or another people-focused background, we provide mentorship, training, and systems to help you develop professionally.</span></p> <p><br></p> <p><span>This is a remote opportunity designed for individuals who are self-motivated, coachable, and excited by long-term professional growth.</span></p> <p><br></p> <p><span style="font-weight: bold">Responsibilities</span><br></p> <ul> <li><span>Educate families on life insurance, protection planning, and retirement-focused strategies</span></li> <li><span>Build trusted client relationships through education and service</span></li> <li><span>Learn financial concepts, planning frameworks, and product solutions through mentorship</span></li> <li><span>Participate in weekly training, coaching, and professional development</span></li> <li><span>Build a client base through networking, referrals, and outreach</span></li> <li><span>Explore leadership opportunities for those interested in team development</span></li> </ul> <p><br></p> <p><span style="font-weight: bold">Who We’re Looking For</span></p> <p><br></p> <ul> <li><span>Strong communicators who enjoy helping others</span></li> <li><span>Self-motivated individuals with an ownership mindset</span></li> <li><span>Coachable professionals open to mentorship and development</span></li> <li><span>Comfortable working independently in a remote environment</span></li> <li><span>Sales, customer-facing, or relationship-building experience is helpful but not required</span></li> <li><span>Willingness to obtain a state Life & Health Insurance License (guidance provided)</span></li> </ul> <p><br></p> <p><span style="font-weight: bold">What We Offer</span><br></p> <p><br></p> <ul> <li><span>Flexible remote environment</span></li> <li><span>Part-time or full-time path options</span></li> <li><span>Structured mentorship and ongoing training</span></li> <li><span>Access to established financial carriers and planning solutions</span></li> <li><span>Leadership development opportunities</span></li> <li><span>Performance-based compensation with advancement potential</span></li> <li><span>Long-term professional growth for those interested in building a practice</span><br></li> </ul>