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