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About the Role:Most people know they need to save money and protect their household, but they lack the confidence, habits, and accountability to get started.We are looking for people-oriented coaches who love listening, encouraging others, and helping clients build better habits. Instead of pushing numbers and closing deals, you serve as a supportive guide who walks alongside families, helps them set realistic targets, and keeps them on track to reach financial security.Is This Role Right for You?<ul><li>Are people naturally drawn to you when they need honest advice or encouragement?</li><li>Do you get more satisfaction from helping someone hit a personal goal than from traditional corporate work?</li><li>Are you tired of income caps that do not reflect your true value and work ethic?</li><li>Can you set aside 10 to 15 focused hours each week to coach clients from home?</li></ul>Comprehensive Training &amp; Support:We believe in building confident coaches through direct, practical support:<ul><li>Co-Coaching Program: You work directly with a senior mentor who helps you guide your first families step-by-step.</li><li>Ongoing Skill Workshops: Join weekly live sessions covering active listening, goal setting, and habit building.</li><li>Licensing Guidance: We give you a straightforward study plan and prep resources to complete your state licensing exam in a few short weeks.</li></ul>How You Spend Your Time:<ul><li>Client Coaching: Meet with families online to review their budgets, uncover their biggest money worries, and celebrate their progress.</li><li>Team Strategy: Review client scenarios with senior mentors to choose the best guidance for each family.</li><li>Relationship Management: Check in with clients between sessions, send progress updates, and organize your calendar.</li></ul>Qualifications<ul><li>Strong empathy, patience, and active-listening skills.</li><li>Background in coaching, counseling, customer service, or hospitality is a great fit.</li><li>Must pass a standard background check and be legally authorized to work in the U.S.</li><li>Active state license (or willingness to obtain one with our training support).</li><li>High school diploma or equivalent.</li></ul>

Sales Representative – Remote (PT)

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