Remote Financial Services Trainee (Part-Time)

Posted 3 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Are you interested in financial education and helping individuals and small businesses make informed financial decisions? I’m expanding my financial services practice and looking for motivated individuals who want to build a career in financial services. You’ll receive training, mentorship, and support while working toward the required professional licenses. What you’ll do: * Assist individuals and small businesses with financial education. * Learn about life insurance, income protection, retirement, and investment solutions. * Build client relationships and provide ongoing support. * Participate in training and mentorship sessions. * Work remotely on a flexible, part-time schedule. What I provide: * Sponsorship for required professional licensing (where eligible). * Step-by-step training and ongoing coaching. * A structured system to help you develop your skills and grow your practice. Who we’re looking for: * Self-motivated and professional. * Interested in personal finance and financial education. * Willing to complete the required licensing process. * Strong communication and relationship-building skills. * Authorized to work in the United States. If you want to develop new skills, help others with financial education, and build a career in financial services, I’d love to hear from you.

  • Less than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Entry level
    Experience Level
  • $100.00

    -

    $200.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Data Entry
Customer Service
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:2 days ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Mar 19, 2016
  • United States
    San Diego5:37 AM
  • $2.3K total spent
    3 hires, 0 active
  • 87 hours

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