Associate PT
Secured Futures
Dallas, TX0–20 yrs1h agovia LinkedIn
About the Role
- Part-time leadership role, 100% remote.
- Focus on addressing financial illiteracy.
- Commitment to excellence.
- Training provided in-house.
Key Responsibilities
- Serve as a key contact and liaison for clients to ensure total satisfaction.
- Interact with clients and associates on an ongoing basis, providing support in a timely, professional, and courteous manner.
- Share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning.
- Develop customized financial plans for clients based on their unique needs and goals.
- Help clients understand their financial situation and provide expert advice for improvement.
- Guide and support clients through budgeting, debt reduction, investing, and retirement planning.
- Think creatively and work collaboratively with a team.
Requirements & Tech Stack
- Strong work ethic
- Integrity
- Perseverance
- Desire to grow
- Entrepreneurial spirit
- Must pass a background check
- 18 Years or older
- U.S. citizen
- Strong communication and people skills
- Desire to help individuals and families improve their financial futures
Qualifications
- No prior financial work experience required.
- Training/Coaching included.
- Personally customized scheduling.
- Preferred backgrounds:
- Customer service, leadership, coaching, or management
- Education, military, or service-oriented experience