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

<p><span style="font-weight: bold">About the Opportunity</span><br></p> <p><br></p> <p><span>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.</span></p> <p><br></p> <p><span>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.</span></p> <p><br></p> <p><span>This opportunity may be a fit for individuals seeking:</span></p> <ul> <li><span>A career transition or additional income opportunity</span></li> <li><span>Flexible scheduling (part-time or full-time)</span></li> <li><span>Professional growth and leadership development</span></li> <li><span>A career focused on helping others</span></li> </ul> <p><br><br></p> <p><span style="font-weight: bold">What You’ll Do</span></p> <ul> <li><span>Meet with individuals and families virtually to discuss financial priorities and goals</span></li> <li><span>Educate clients on protection planning, retirement strategies, and financial concepts</span></li> <li><span>Help clients identify potential gaps and opportunities within their financial plans</span></li> <li><span>Build long-term relationships through ongoing communication and support</span></li> <li><span>Participate in mentorship, training, and professional development programs</span></li> <li><span>Develop your business through networking, referrals, and community outreach</span></li> </ul> <p><br><br></p> <p><span style="font-weight: bold">Who We’re Looking For</span></p> <p><span>You may be a strong fit if you:</span></p> <ul> <li><span>Enjoy working with and helping people</span></li> <li><span>Communicate effectively by phone and video</span></li> <li><span>Are coachable and open to learning new skills</span></li> <li><span>Are self-motivated and dependable</span></li> <li><span>Are interested in long-term career development</span></li> <li><span>Have experience in customer service, sales, management, education, healthcare, or another client-facing field (helpful but not required)</span></li> </ul> <p><br><br></p> <p><span style="font-weight: bold">Training & Support</span></p> <ul> <li><span>Structured onboarding process</span></li> <li><span>Ongoing mentorship from experienced professionals</span></li> <li><span>Weekly educational workshops and training sessions</span></li> <li><span>Professional development opportunities</span></li> <li><span>Leadership advancement based on performance</span></li> </ul> <p><br><br></p> <p><span style="font-weight: bold">Compensation & Schedule</span></p> <ul> <li><span>Performance-based compensation</span></li> <li><span>Flexible schedule (part-time or full-time)</span></li> <li><span>Remote work environment</span></li> <li><span>Independent contractor opportunity</span></li> </ul> <p><br><br></p> <p><span style="font-weight: bold">Next Steps</span></p> <p><span>Qualified applicants will be invited to a brief introductory conversation to:</span></p> <ul> <li><span>Learn more about the opportunity</span></li> <li><span>Review the training and mentorship structure</span></li> <li><span>Determine whether the position is a good fit</span></li> </ul> <p><br></p> <p><span>Applicants must be willing to obtain a state Life & Health Insurance License (guidance provided).</span></p>