Financial Associate
Organization Overview
We are a mission-driven financial education and protection firm dedicated to helping families achieve true financial security through personalized planning, education, and mentorship.
Our goal is to empower families to make informed financial decisions while offering our team members the opportunity to gain real-world business, leadership, and financial literacy experience in a supportive and growth-focused environment.
Position Summary
The Financial Associate role is an entry-level opportunity designed for students and early-career professionals interested in the financial services, business, or leadership fields.
Through our structured virtual mentorship program, associates learn how to educate families on essential financial principles, insurance strategies, and long-term planning.
This position begins part-time and fully remote, allowing students to balance academic schedules while gaining valuable professional experience. Top performers may advance into leadership and management roles with unlimited income potential and ongoing mentorship.
Key Responsibilities
Participate in interactive virtual training to develop a foundational understanding of financial concepts and protection strategies.
Engage with individuals and families through Zoom consultations, helping them explore personalized financial protection options.
Work with leads generated through marketing and social media campaigns (no cold calling).
Strengthen communication, leadership, and financial literacy skills through real-world client interactions.
Collaborate with a motivated, positive, and goal-oriented team to achieve shared objectives.
Desired Qualifications
Must currently reside in the United States and be eligible to pass a background check.
Must have a Social Security Number.
Self-motivated, dependable, and eager to learn.
Strong interpersonal and communication skills.
Demonstrated integrity, professionalism, and a team-oriented mindset.
Background in leadership, athletics, customer service, or sales is a plus (but not required).
Compensation & Development
Performance-based compensation (1099 contractor) — average commission per policy: $500–$700+.
Typical trained associates close 2–5 policies per week.
State insurance license sponsored upon completion of training (no cost to you).
No upfront fees or hidden costs.
Access to mentorship, leadership development, and financial literacy education applicable to any career path.
What You’ll Gain
Resume-worthy experience in financial services, sales, leadership, and communication.
One-on-one coaching and mentorship from experienced financial professionals.
Real-world financial education to apply personally and professionally.
The flexibility to work remotely around your school schedule.
A clear pathway to career growth and long-term success.
Next Steps
If you’re passionate about helping others, eager to grow professionally, and ready to gain hands-on experience in one of the most valuable industries, we’d love to meet you.
➡️ Apply today to begin your journey toward personal development, professional achievement, and lasting impact.