Note: The job is a remote job and is open to candidates in USA. Active Digital is a nationwide financial services agency expanding its remote team. They are seeking motivated individuals ready to grow into a financial services career, helping families manage their finances through education and access to financial products.
Responsibilities
- Help individuals and families with practical money decisions, including managing debt, protecting income through life insurance, and planning for retirement
- Bring clients suitable options from a wide network of A-rated providers
- Use the agency's automation and training tools to work efficiently and stay focused on clients
- Grow your own client base, with opportunities to take on more responsibility as you progress
Skills
- Motivated and looking for a clear path to grow
- Coachable learner; a finance background is not required
- Wants to help their community while building their own future
Benefits
- Mentorship from experienced professionals committed to your development
- A broad lineup of products from highly rated providers
- A flexible schedule
- A proven training system with no cold calling and no door knocking
Company Overview