Job Description

Job Description

Job Description

Job Overview:

Our client, a well-established firm with a longstanding history in the financial services industry, is expanding across the United States. We are actively seeking motivated, entrepreneurial-minded individuals who are passionate about financial literacy and eager to make a positive impact. As a Financial Coach, you will have the opportunity to educate yourself and your community on personal finance principles and strategies that empower individuals, families, and businesses to achieve financial security. No prior experience is required, as full training and mentorship are provided.

Position Highlights:

• Location: Fully Remote – Work from home or any location with Wi-Fi.
• Schedule: Flexible hours – Set your own schedule based on your lifestyle.
• Compensation: Commission-based with unlimited earning potential, residual income, bonuses, and additional incentives, including travel opportunities.
• Training: Comprehensive training and ongoing mentorship to ensure your success, regardless of prior experience.

Key Responsibilities:

As a Financial Coach, you will engage in a meaningful role that involves educating individuals on essential financial principles. Our client’s mission focuses on enhancing financial literacy among middle-class families and empowering them with tools and knowledge for a more secure financial future. Responsibilities include:

• Client Education: Utilize a structured educational approach to introduce clients to personal finance concepts such as budgeting, debt reduction, retirement planning, college savings, investment strategies, and insurance.
• Goal Setting and Planning: Help clients identify and prioritize their short-, mid-, and long-term financial goals, providing actionable steps to achieve these milestones.
• Customized Financial Solutions: Offer tailored recommendations on a variety of financial services, including mortgages, investment products, retirement accounts, and insurance options.
• Mentorship and Guidance: Serve as a trusted advisor, guiding clients through financial decision-making processes with integrity and a commitment to their best interests.
• Networking and Community Engagement: Promote financial literacy by educating your community on "How Money Works™" and fostering a culture of financial empowerment.
• Use of Technology: Leverage cutting-edge technology provided by our client to streamline client interactions and facilitate efficient distribution of financial services.

Ideal Candidate Profile:

Our client values candidates who are ethical, self-motivated, and driven to succeed in a flexible, autonomous environment. Ideal traits include:

• High Integrity: Demonstrates honesty and transparency in all client interactions.
• Independent and Collaborative: Capable of working both independently and as part of a team, with a strong sense of accountability.
• Entrepreneurial Mindset: Ambitious and motivated with a drive for success and an interest in building a financial services practice.
• Interest in Personal Finance: While prior experience in finance is not required, a genuine interest in helping others navigate their financial journeys is highly valued.
• Strong Communication Skills: Excellent verbal and interpersonal skills to effectively convey financial concepts and establish trust with clients.

Who Our Client Is:

With over 47 years of experience, our client has built a strong reputation in the financial industry, partnering with some of the largest names, including Fidelity, Franklin Templeton, American Funds, and Rocket Mortgage. This network allows them to offer an extensive range of financial solutions to meet diverse client needs. Their mission is to make financial literacy accessible to everyone, with a focus on middle-income families.

Compensation and Incentives:

This role offers multiple avenues for income generation, including:

• Unlimited Commission-Based Income: Earn based on your production, with no income ceiling.
• Residual Income: Gain residual payments for work previously completed, creating long-term financial benefits.
• Bonuses and Travel Opportunities: Access to performance-based bonuses, world travel incentives, and more.

Base Qualifications:

To be eligible for this role, candidates must meet the following criteria:

• Age Requirement: Must be at least 18 years old.
• Legal Authorization: Must be a U.S. Resident, Citizen, or have a Work Permit with an SSN.
• Background Check: Ability to pass a federal background check (no felony convictions).
• Licensing: Willing and able to complete financial licensing requirements within 60 to 90 days of starting.

Supportive Team Environment:

Our client’s team culture is grounded in positivity, growth, and support. Founded by teachers and coaches, the organization emphasizes personal and professional development. Financial Coaches benefit from:

• Leadership and Business Training: Gain hands-on training in leadership, business management, social media branding, communication, and marketing, enhancing your skills beyond financial coaching.
• Flexible Work Arrangements: Enjoy the flexibility of a position that can adapt to your schedule, allowing you to work part-time or full-time based on your availability and goals.

Additional Details:

• Independent Contractor Role: This is a 1099 position, where Financial Coaches operate as independent contractors, not employees.
• Location Flexibility: While our client’s Regional VP is located in Indianapolis, IN, this role allows you to work from anywhere in the United States.

Why Join Our Client's Team?

This is more than just a job; it’s an opportunity to impact lives by sharing essential financial knowledge and building a fulfilling career. Our client is dedicated to helping individuals become financially literate and confident in managing their futures. With no prior experience required, you’ll receive comprehensive support and training to build a successful career in financial coaching.

How to Apply:

If you’re ready to take charge of your career and help others achieve financial freedom, we invite you to press the 'Apply Now' button to submit your application. Please ensure your resume highlights your experience and qualities that align with this role. Only applicants who complete the official application process will be considered.

No Calls or Messages Please: Direct communication outside of the official application process may result in disqualification. Please respect our application guidelines to ensure a smooth hiring experience.

Take the First Step Today! Begin your journey towards a rewarding career in financial coaching by applying now!

Job Tags

Similar Jobs