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• Strong communication and interpersonal skills, with the ability to explain financial concepts in clear, accessible language.
• Experience or interest in sales, client outreach, and relationship management in a remote or field-based environment.
• Comfort with virtual tools and technology, including video conferencing, CRM systems, and digital document management.
• Self-motivated, goal-oriented approach, with capacity to work independently and manage a flexible, part-time schedule.
• Background or interest in financial services, insurance, wellness, or health-related programs is beneficial.
• Commitment to ethical conduct, regulatory compliance, and continuous learning through company-provided training.
• High school diploma or equivalent required; additional education, certifications, or relevant licenses in financial services are a plus and may be needed depending on local regulations.
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