Financial Services Associate

Job Overview
As a Financial Services Associate you’ll play a vital role in helping individuals and families build financial stability, protection, and long-term wealth.

You’ll be the bridge between financial literacy and real life solutions, guiding clients through simple conversations about how to protect what they earn and grow what they build. No experience is required. We provide all the training, mentorship, and licensing support you need to succeed.

Your focus will be on building relationships, educating clients, and helping them design financial protection strategies using life insurance and annuity products from some of the top companies in the industry.

This role is perfect for career changers, educators, entrepreneurs, and motivated individuals who want to earn extra income part-time ($3K–$5K/month average) or transition into a full-time financial career.

What you’ll do

• Connect with people and share information that helps them make informed financial decisions
• Learn how to guide clients through simple protection and savings options
• Help individuals and families create plans that support their goals and peace of mind
• Work with reputable financial partners to offer trusted solutions
• Collaborate with a supportive team and develop leadership skills along the way

Basic qualifications

• Must be at least 18 years old with legal authorization to work in the U.S.
• High school diploma or equivalent (college experience a plus, but not required)
• Ability to pass a background check for state licensing purposes
• Strong communication and interpersonal skills
• Motivated, coachable, and willing to learn new concepts
• Comfortable working independently and in a team environment
• Access to a computer or smartphone with internet connection for training and meetings
• No prior financial experience required — we provide complete training and mentorship

Preferred qualifications

• Driven by growth, independence, and uncapped earning potential
• Entrepreneurial mindset with a desire to build a business or lead a team
• Enjoys connecting with people and building meaningful relationships
• Coachable, proactive, and eager to learn from experienced mentors
• Motivated by personal development, leadership, and helping others succeed
• Goal-oriented with strong self-discipline and accountability
• Comfortable with basic math and number concepts
• Excited to apply new skills, take feedback, and grow within a proven system
• Thrives in a positive, fast-paced, and collaborative environment

Why you’ll love it here
Whether you decide to work part time or full-time, you’ll appreciate being part of a collaborative and results-driven organization that values growth, integrity, and excellence. You will have the flexibility to shape a career that aligns with your goals while developing skills in leadership, communication, and financial literacy. You’ll receive professional mentorship, ongoing recognition, and the opportunity to advance in a supportive, success-oriented environment where your effort and commitment directly determine your rewards.

Our benefits include:

• Opportunities for professional growth and development
• Supportive work culture that values teamwork and collaboration
• Resources for enhancing your physical and mental well-being

About us
We are a dynamic financial education and marketing organization dedicated to helping individuals and families achieve financial confidence and independence. Our team provides access to industry-leading products and training that empower people to protect their income, build wealth, and create lasting legacies. Through mentorship, education, and a supportive community, we develop leaders who are committed to personal growth, professional excellence, and making a meaningful impact in the lives of others.

Job Types: Full-time, Part-time

Pay: $2,000.00 - $10,000.00 per month

Expected hours: 5 – 40 per week

Work Location: Hybrid remote in Beltsville, MD 20705

Salary : $2,000 - $10,000