Looking to build a career in a growing industry—with flexibility, mentorship, and purpose?

We’re partnering with motivated individuals across Iowa who want to launch a career in financial services, fully remotely. As a Financial Services Trainee, you’ll be guided through a step-by-step process to learn how to support clients with income protection, debt strategy, and retirement planning.

No background in finance? No problem. We provide everything you need—from licensing support to training tools.

Key Responsibilities:

• Meet virtually with individuals and families via Zoom or phone

• Use company tools and scripts to guide financial conversations

• Attend weekly training and coaching sessions

• Set your own schedule and manage your workload independently

What You’ll Receive:

• Full onboarding and licensing support

• CRM system, sales scripts, and training resources

• Remote flexibility (part-time or full-time)

• Structured growth path with ongoing mentorship

You’re a Good Fit If You:

• Live in Iowa and want a remote career with a clear roadmap

• Are dependable, eager to learn, and people-focused

• Want to develop real skills while helping others

• Prefer structure and support over solo sales or gigs

Requirements:

• 18+ with valid U.S. Social Security Number

• Reside in Iowa

• Able to pass a background check (no felonies)

• Willing to obtain certification/licensing (we help with this)

This is a structured opportunity—not a short-term gig—for Iowa residents ready to grow in a remote-first role.