Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided

<p><span style="font-weight: bold">Compensation</span><br></p> <p><br></p> <p><span style="font-weight: bold">Performance-based compensation with leadership growth opportunities</span></p> <p><br></p> <p><span style="font-weight: bold">About the Opportunity</span></p> <p><br></p> <p><span>Are you interested in building a career in financial services with flexibility, mentorship, and long-term growth potential?</span></p> <p><br></p> <p><span>We are expanding our team and seeking motivated individuals interested in helping families with protection planning, retirement strategies, and long-term financial education—while building a flexible financial services practice of their own.</span></p> <p><br></p> <p><span>This opportunity can be started </span><span style="font-weight: bold">part-time or full-time</span><span>, making it a strong fit for career changers, professionals exploring a transition, or entrepreneurial individuals looking to build alongside existing commitments while growing toward something larger.</span></p> <p><br></p> <p><span>Whether you come from sales, client service, education, business ownership, or another people-focused background, we provide mentorship, training, and systems to help you develop professionally.</span></p> <p><br></p> <p><span>This is a remote opportunity designed for individuals who are self-motivated, coachable, and excited by long-term professional growth.</span></p> <p><br></p> <p><span style="font-weight: bold">Responsibilities</span><br></p> <ul> <li><span>Educate families on life insurance, protection planning, and retirement-focused strategies</span></li> <li><span>Build trusted client relationships through education and service</span></li> <li><span>Learn financial concepts, planning frameworks, and product solutions through mentorship</span></li> <li><span>Participate in weekly training, coaching, and professional development</span></li> <li><span>Build a client base through networking, referrals, and outreach</span></li> <li><span>Explore leadership opportunities for those interested in team development</span></li> </ul> <p><br></p> <p><span style="font-weight: bold">Who We’re Looking For</span></p> <p><br></p> <ul> <li><span>Strong communicators who enjoy helping others</span></li> <li><span>Self-motivated individuals with an ownership mindset</span></li> <li><span>Coachable professionals open to mentorship and development</span></li> <li><span>Comfortable working independently in a remote environment</span></li> <li><span>Sales, customer-facing, or relationship-building experience is helpful but not required</span></li> <li><span>Willingness to obtain a state Life & Health Insurance License (guidance provided)</span></li> </ul> <p><br></p> <p><span style="font-weight: bold">What We Offer</span><br></p> <p><br></p> <ul> <li><span>Flexible remote environment</span></li> <li><span>Part-time or full-time path options</span></li> <li><span>Structured mentorship and ongoing training</span></li> <li><span>Access to established financial carriers and planning solutions</span></li> <li><span>Leadership development opportunities</span></li> <li><span>Performance-based compensation with advancement potential</span></li> <li><span>Long-term professional growth for those interested in building a practice</span><br></li> </ul>

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...