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[Remote] Personal Finance Consultant

Remote · Sri Lanka Full-time

Note: The job is a remote job and is open to candidates in USA. Active Digital is a nationwide financial services agency hiring consultants to guide families toward stronger financial habits. The role involves educating clients about their financial standing and providing practical solutions to improve their financial well-being.

Responsibilities

  • Coach individuals and families through debt management, income protection, and retirement readiness
  • Offer products from a broad network of A-rated financial providers
  • Use the agency's automation tools to keep client work efficient and personal
  • Grow a dedicated client base with the option to mentor others as you progress

Skills

  • Approachable, motivated, and enjoys helping others succeed
  • Coachable learner
  • Wants to make a real difference for the families they work with
  • Finance experience is welcome but not required

Benefits

  • Mentorship from seasoned professionals and a supportive partner network
  • Access to a deep lineup of well-rated providers and products
  • A schedule that fits your life
  • A proven system with no cold calling and no door knocking

Company Overview

  • We are awesome and master Digital Marketing Company in USA. We invest heavily in our work, and it gives us extraordinary pleasure to serve individuals. It was founded in 2017, and is headquartered in Lewes, Delaware, US, with a workforce of 11-50 employees. Its website is http://activedigisoft.com/.
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