Live in Michigan and ready to build a flexible, remote-first career with purpose and potential?

We’re supporting Michigan-based individuals in launching careers as Great Lakes Finance Trainees—a role that provides full training, licensing assistance, and ongoing mentorship. You’ll help clients navigate financial decisions related to income protection, long-term planning, and basic wealth strategies.

No previous experience in finance? No problem. We’ve built a step-by-step development path to guide your growth.

What You’ll Do:

• Meet with clients virtually via Zoom or phone

• Present simplified financial strategies using company tools

• Follow a structured training and mentorship plan

• Work part-time or full-time on your own schedule

What You’ll Receive:

• Full onboarding, licensing guidance, and coaching

• CRM access, scripts, and digital client tools

• Weekly mentorship from experienced team leaders

• Remote flexibility and advancement opportunities

You’re a Great Fit If You:

• Live in Michigan and want a career that’s both flexible and meaningful

• Are dependable, professional, and open to learning

• Enjoy working with people and communicating clearly

• Want a remote role with structure and support

Minimum Requirements:

• Michigan resident, 18+ with valid U.S. Social Security Number

• Able to pass a background check (no felonies)

• Willing to complete licensing requirements (we’ll assist)

• Comfortable using Zoom, phone, and digital tools

This is a remote-first opportunity for Michigan residents ready to grow in financial services—with training, tools, and mentorship included.