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.
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
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
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
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.
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