Remote Financial Assistant - Customer Service

Customer Services Opportunity

• Are you looking for an opportunity to grow, learn valuable financial skills, and make a difference in people’s lives?
• Did you know the financial services industry is one of the largest industries in the world? This is your opportunity to become part of a company focused on helping middle-income families build stronger financial futures.

About the Opportunity

We are looking for motivated individuals who are ready to:

• Learn the financial services industry
• Build professional and leadership skills
• Help families understand financial strategies
• Work with mentorship and team support

As a licensed representative, you can help families:

• Protect their income
• Manage financial risk
• Build wealth
• Prepare for retirement
• Create long-term financial stability

We believe in teaching families financial principles in straightforward language so they can:

• Reduce debt
• Invest for the future
• Prepare for the unexpected

What You’ll Receive

• Training and mentorship
• Licensing support
• Relationship-building opportunities
• Personal and professional growth

Once licensed, representatives receive ongoing support and mentorship to continue building their relationships and expand their financial knowledge.

Requirements

• Strong communication skills
• Willingness to learn
• Motivated and coachable mindset
• Ability to work independently and with a team
• Must complete the licensing process

Why Join?

• Flexible opportunity
• Personal growth
• Financial education
• Leadership development
• Opportunity to help families build stronger futures

If you are motivated, goal-oriented, and ready to grow in the financial services industry, this opportunity could be the perfect fit for you.

Pay: $40,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• On-the-job training
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Work from home

People with a criminal record are encouraged to apply

Application Question(s):

• What is your current monthly income goal to comfortably cover your essential expenses?
• Beyond covering your bills, what would your ideal monthly income look like to support the lifestyle you truly want?
• Most people want financial growth, but not every workplace gives you a real opportunity to achieve it. Does where you work today give you a genuine chance to get ahead?
• Are you ready to take control of your financial future and build the life you’ve always envisioned?
• Have you ever been arrested before?
• If you would like to schedule a call use the following link below to schedule a interview we are hiring urgently - if not we will reach out to you!

https://calendly.com/taladaassociates/30min

Work Location: Hybrid remote in Troy, NY 12182