Description

Join a dynamic financial firm led by a Marine Veteran seeking detail-oriented, motivated individuals who are passionate about helping families. Our company specializes in teaching financial literacy and collaborates with 100 reputable companies, including Nationwide, Pacific Life, Transamerica, and Prudential. We empower people to make money, save money, and get out of debt. We are currently expanding, offering part-time or full-time remote work opportunities.

Company Culture and Environment

We foster a professional and family-oriented environment that values detail and motivation. Our team is committed to helping others achieve financial success while prioritizing work-life balance.

Career Growth and Development Opportunities

As we expand, team members will have opportunities for professional development and career advancement within the firm, providing a pathway for personal and financial growth.

Detailed Benefits and Perks

• Flexible work-from-home arrangements
• Opportunity to work with reputable financial companies
• Supportive team culture focused on personal and professional growth

Compensation and Benefits

• Competitive compensation based on experience
• Flexible working hours, accommodating personal commitments
• Ongoing training and development opportunities

Why you should apply for this position today

This role offers a unique opportunity to make a meaningful impact in the lives of families by providing essential financial education. With the ability to work remotely and the potential for growth, you can align your career goals with your passion for helping others.

Skills

• Strong communication skills
• Detail-oriented and organized
• Motivated to help families achieve financial literacy
• Ability to work independently and as part of a team
• Familiarity with financial concepts is a plus

Responsibilities

• Teach financial literacy to clients
• Build relationships with families to understand their financial needs
• Work with reputable financial companies to provide resources and support
• Conduct interviews and onboarding for new team members via Zoom

Qualifications

• No specific degree required, but a background in finance or education is helpful
• Experience in financial services or customer service is a plus

Education Requirements

• High school diploma or equivalent required

Education Requirements Credential Category

• No specific certifications required

Experience Requirements

• Experience in customer service or financial education is preferred, but not mandatory

Why work in St. Petersburg, FL

St. Petersburg offers a beautiful coastal lifestyle with a vibrant community and numerous recreational opportunities. Enjoy a mix of culture, arts, and outdoor activities, making it an ideal place to live and work.