Entry Level Financial Associate

📈 Sponsored Licensing • Remote • Part-Time Opportunity for Business, Finance & Marketing Majors

Want a part-time role that actually aligns with your major — and helps you build skills employers care about?

This position gives you hands-on experience in financial literacy, client communication, social media outreach, and leadership… all while earning meaningful income on a flexible schedule.

No experience required. We train you step-by-step.

🏢 About Us

We’re a nationwide financial education & protection team helping families understand income protection and long-term planning.

We also mentor students to build career-ready skills in:

Financial analysis & money management

Client communication & sales psychology

Digital marketing & social media strategy

Leadership, entrepreneurship & team development

Our environment is collaborative, professional, and focused on growth — not high-pressure sales.

📌 What You’ll Be Doing

This role blends finance, marketing, and client support. You will:

Attend structured Zoom trainings covering core financial concepts

Use digital marketing strategies (no cold calling) to connect with families

Schedule virtual income-protection appointments

Shadow real client presentations to understand the full planning process

Build communication, leadership, and customer-experience skills

Work flexible hours around your classes and internships

Optionally grow into leadership or broker-level roles

🎓 Ideal Candidates Are:

Business, Finance, Marketing, Communications, or related majors

U.S. based with an SSN

Able to pass a background check

Comfortable with Zoom & social platforms

Interested in practical financial literacy and professional development

Looking for flexible, resume-building experience alongside school

No prior finance or sales experience necessary — we train you fully.

💵 Compensation & Professional Growth

State insurance license fully sponsored after training

1099 performance-based pay: most earn $500–$700 per completed policy

Trained team members typically complete 2–5 policies weekly

Transparent pathway to leadership & override compensation

Experience that stands out on resumes for:

Financial services

Consulting

Wealth management

Marketing & digital strategy

Business development

🌱 Why Business, Finance & Marketing Majors Apply

100% remote

Highly flexible scheduling

Real-world client and communication experience

Practical financial literacy you’ll use forever

Strong mentorship from experienced professionals

A resume that employers notice

Income that reflects your skill and effort