[Remote] Personal Finance Consultant (Remote)
Note: The job is a remote job and is open to candidates in USA. Active Digital is a nationwide financial services agency seeking Personal Finance Consultants to guide families toward stronger financial habits. The role involves coaching clients on financial management and offering solutions to improve their financial situations.
Responsibilities
- Coach individuals and families through debt management, income protection, and retirement readiness
- Offer products from a broad network of A-rated financial providers
- Use the agency's automation tools to keep client work efficient and personal
- Grow a dedicated client base with the option to mentor others as you progress
Skills
- Approachable, motivated, and enjoys helping others succeed
- Coachable learner
- Wants to make a real difference for the families they work with
- Finance experience is welcome but not required
Benefits
- Mentorship from seasoned professionals and a supportive partner network
- Access to a deep lineup of well-rated providers and products
- A schedule that fits your life
- A proven system with no cold calling and no door knocking
Company Overview