Associate Level Position Opportunity


Looking for self-driven individuals who have an interest in truly understanding finances and have a passion to help families improve their financial situation. Learn How Money Works and teach others! Training will be provided by our team with years of experience in the financial industry. Have that entrepreneurial mindset and willing to learn new skills. Start part-time or full-time and work from anywhere. 

Key Responsibilities 

  • Work with clients on financial strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products 
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base


  • High School Diploma or College Degree
  • Ability to handle multiple tasks
  • Fast learner on fix annuity products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Strong written, verbal communication and interpersonal skills
  • Ability to acquire state license through the Department of Insurance

Seniority Level 



  • Financial Services

Employment Type 

  • This is an independent contractor opportunity
  • Part-time / Full-Time

Job Functions 

  • Finance 
  • Training
  • Sales

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