Financial Associate

Chicago, IL, US, United States

Job Description

Overview



As a

Financial Associate

, you'll play a vital role in helping families and individuals achieve financial independence through proper education, protection, and planning. You'll receive hands-on mentorship and training to become licensed in life insurance and investments, while also learning how to build and lead a team within the financial services industry.

This position is ideal for individuals who are

self-driven, coachable, and purpose-minded

, and who want to create income while making a positive impact in their community.

Key Responsibilities



Educate clients

on financial concepts such as income protection, debt elimination, savings, and investments.

Help families secure life insurance

and develop customized protection and investment plans.

Guide new associates

through the licensing, onboarding, and training process.

Build and lead a growing team

by identifying and mentoring motivated individuals.

Participate in company training, workshops, and leadership development programs.

Develop business and communication skills

through field training, presentations, and team collaboration.

Assist in community outreach

and financial literacy initiatives to expand market reach.

Qualifications



No prior financial experience required -- full training and licensing support provided. Excellent communication and people skills. Goal-oriented and eager to learn. Must be 18 or older with a valid Social Security Number. Access to a smartphone or computer for virtual meetings.

What We Offer



Comprehensive training and mentorship from experienced leaders. Opportunities for

leadership advancement and business ownership.

Flexible schedule -- part-time or full-time. Supportive and collaborative team culture. Performance-based bonuses and residual income potential.
Job Types: Full-time, Part-time, Contract

Pay: $5,766.24 - $6,944.29 per month

Expected hours: No less than 10 per week

Benefits:

401(k) Flexible schedule Life insurance Profit sharing Retirement plan
Work Location: Remote

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Job Detail

  • Job Id
    JD6023975
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Part Time
  • Salary:
    5766.0 6944.0 USD
  • Employment Status
    Permanent
  • Job Location
    Chicago, IL, US, United States
  • Education
    Not mentioned