Lead Associate - Part Time (Fully Remote) - Part-time

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Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work.

As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner. Associates share financial knowledge, education, and strategies to help clients and businesses build solid financial foundations.

Both Remote & Hybrid Options Available | Online tools and training is provided in house. If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.

NO data entry/Marketing/Analyst Roles Needed--(we will reject if this is what you are looking for)-Customer service and management backgrounds are preferred-Training/Coaching/ Included-Personally Customized Scheduling-Financial skills/knowledge not required.

As a reminder, there are no automatic disqualifiers in our process, every candidate is evaluated holistically. Your training is provided in house both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.

We offer access to those that are looking to create a full-time career or one that is part time to earn additional income. No matter which you choose, we are here to support the growth of your business and goals! We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds. Please reach out to us if you have any questions. We look forward to reviewing your application.

Must have:

  • Ambition & drive to make a positive impact in the community
  • Customer service and/or management experience

Skills:

  • Active Listening
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Relationship Building
  • Prospecting

Required qualifications:

  • Legally authorized to work in the United States
  • 18 years or older

Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work.

As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner. Associates share financial knowledge, education, and strategies to help clients and businesses build solid financial foundations.

Both Remote & Hybrid Options Available | Online tools and training is provided in house. If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.

NO data entry/Marketing/Analyst Roles Needed--(we will reject if this is what you are looking for)-Customer service and management backgrounds are preferred-Training/Coaching/ Included-Personally Customized Scheduling-Financial skills/knowledge not required.

As a reminder, there are no automatic disqualifiers in our process, every candidate is evaluated holistically. Your training is provided in house both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.

We offer access to those that are looking to create a full-time career or one that is part time to earn additional income. No matter which you choose, we are here to support the growth of your business and goals! We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds. Please reach out to us if you have any questions. We look forward to reviewing your application.

Must have:

  • Ambition & drive to make a positive impact in the community
  • Customer service and/or management experience

Skills:

  • Active Listening
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Relationship Building
  • Prospecting

Required qualifications:

  • Legally authorized to work in the United States
  • 18 years or older
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...