Our goal is to offer financial education to clients and help our associates grow personally as well as financially.
Our work environment includes:
Modern office setting
Work-from-home days
Growth opportunities
Supportive partners
Responsibilities:
- Provide exceptional customer service by assisting customers with their financial needs and inquiries
- Promote financial products and services to customers, that help enhance their financial situation and plan for retirement
- Build and maintain strong customer relationships through effective communication and relationship management
Must be 18+
Experience:
Training is provided for all positions so no experience is needed, however strong customer service skills are welcomed.
Associates can set their own hours/schedule (part-time or full-time) and would be their own boss.
Please note that this job description is not exhaustive, and additional responsibilities may be assigned as needed.
Expected hours: No less than 8 per week
Benefits:
Financial planning services
Flexible schedule
Life insurance
Paid time off
Referral program
Retirement plan
People with a criminal record are encouraged to apply
Application Question(s):
Do you hold a life license?
Are you willing to obtain a life license?
Are you willing to undergo a background check?
Work Location: Hybrid remote in Pasadena, CA 91107