Remote Representative

Company Overview

We are a mission-driven financial education and services organization focused on tackling one of the world’s most pressing issues: financial illiteracy. We partner with individuals and families to help them better understand money, make informed decisions, and work toward financial independence.

Our team brings together people from customer service, education, coaching, military, athletics, and business backgrounds who share a passion for helping others. We provide the tools, training, and mentorship needed to build a meaningful career in the financial services space, whether part time or full time.

The Opportunity

As a Remote Representative, you will work part time and 100% remotely, helping individuals and families gain clarity and confidence around their finances. You do not need prior financial experience; we provide structured education, coaching, and ongoing support to help you develop the knowledge and skills to succeed.

This role is ideal for ambitious, self-motivated people who want flexible, personally customized scheduling, scalable advancement, and the chance to grow as a leader while making a direct impact in their communities.

What You'll Do

• Engage remotely with individuals and families to understand their financial goals and concerns, and connect them with appropriate educational resources and solutions.
• Learn and share fundamental concepts of financial literacy in clear, simple language so clients can make more informed financial decisions.
• Participate in ongoing training, coaching, and mentorship to build your financial knowledge and client communication skills.
• Manage your own pipeline of contacts, track activity, and follow up consistently using our online tools and systems.
• Collaborate with experienced brokers and business mentors to map out your long-term career path and develop leadership capabilities.

What Success Looks Like

• Within the first 3–6 months, you confidently use our tools and education system to conduct remote client conversations with minimal supervision.
• You consistently meet agreed-upon activity and outreach goals aligned with your part-time schedule and personal income targets.
• Clients report that they feel better informed, more confident, and more supported in their financial decision-making after working with you.
• You take on increasing responsibility, such as mentoring new team members, contributing in training sessions, and pursuing advancement opportunities that fit your career goals.

What We're Looking For

• Ambitious, entrepreneurial, and self-motivated mindset with a strong desire to grow and take ownership of your results.
• Experience in customer service, leadership, management, education, coaching, military, or athletics is a strong fit, but not required.
• Genuine passion for helping people, high integrity, and the perseverance to follow through and learn new concepts.
• 18 years or older, able to pass a background check, and legally authorized to work in the U.S.

Compensation and Benefits

• Advancement and compensation are scalable based on personalized individual career goals.
• Training, coaching, and leadership development provided in both group and one-on-one settings.
• Part-time role with personally customized scheduling and the option to grow into a full-time career.
• 100% remote work using our online tools and virtual training platform.

How to Apply

If you are driven to help others, eager to learn, and looking for a flexible, growth-oriented remote opportunity, please submit your application through Indeed. If your background aligns with what we are seeking, we will contact you with details on the next steps in our selection process.