Are you someone who enjoys helping others and wants more control over your time and income? We’re currently partnering with individuals nationwide who want to promote financial wellness while working remotely with a schedule that fits their life.

As a Financial Wellness Representative, you’ll receive full training and mentorship to guide individuals and families through key financial principles—like protecting income, reducing debt, and planning for retirement. No prior experience is required, just a willingness to learn and a heart for serving others.

What You’ll Do:

• Conduct remote consultations via Zoom or phone using our step-by-step playbook

• Help clients understand essential financial concepts in simple, relatable terms

• Plug into live training sessions and mentorship to build your confidence

• Grow at your own pace with full flexibility—part-time or full-time

We Provide:

• Structured onboarding and financial training (no experience required)

• Licensing support for your state life & health certification

• Weekly coaching calls and team mentorship

• Access to digital tools, scripts, and client resources

• Remote work setup with schedule freedom

Ideal Partners:

• People-focused individuals who enjoy education and service

• Career changers, educators, or community leaders seeking flexibility

• Parents or professionals looking for meaningful work-from-home income

• Self-starters who value growth, guidance, and autonomy

Minimum Requirements:

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

• Must live in the U.S., Puerto Rico, or Canada

• Must pass a background check (no felonies)

• Willing to study and obtain a state life & health license (support provided)