Looking for a flexible, professional career path you can pursue from home? We’re currently partnering with Connecticut-based professionals who want to help others make smart money decisions—while growing their own income and skills along the way.

As a Personal Finance Specialist, you’ll be trained and supported to guide individuals and families through key financial decisions around income protection, retirement planning, and debt solutions. This role is remote, structured, and backed by mentorship and proven systems—no financial experience required.

What You’ll Do:

• Meet with clients virtually via Zoom or phone

• Present financial solutions using company-provided tools and scripts

• Help families understand how to protect income and plan for the future

• Follow a training-based launch model with weekly coaching and professional development

We Provide:

• Step-by-step training and full onboarding (no prior experience needed)

• Licensing support for required state certifications

• Remote flexibility—part-time or full-time options

• Ongoing mentorship, digital systems, and structured advancement opportunities

You’d Be a Great Fit If You:

• Live in Connecticut and want a professional, remote-first career

• Value financial literacy, communication, and flexible work

• Are a self-starter who wants real support and career growth

• Enjoy helping others while building something of your own

Minimum Requirements:

• Must be 18+ with a valid U.S. Social Security Number

• Must reside in Connecticut

• Must pass a background check (no felonies)

• Willing to complete the life & health licensing process (we provide full support)

This is a remote, professional opportunity—not a traditional job.
If you’re looking for flexibility, growth, and purpose, we’re ready to support your launch.