About this position
Live in Ohio and looking to build a career from home with structure, support, and room to grow?
We’re partnering with motivated Ohioans to launch entry-level careers in financial services. As a Buckeye State Finance Associate, you’ll help individuals and families navigate financial basics like income protection and future planning. No experience is required—we’ll guide you through licensing, training, and mentorship every step of the way.
What You’ll Do:
Meet with clients via Zoom or phone
Use company tools and templates to present solutions
Follow structured onboarding and team mentorship
Work on a part-time or full-time basis with remote flexibility
What’s Provided:
Step-by-step licensing and onboarding support
CRM system, digital training tools, and scripts
Weekly mentorship from experienced professionals
Remote-first setup with opportunity for growth
You’re a Fit If You:
Reside in Ohio and want flexible career options
Are coachable, dependable, and enjoy helping people
Want a structured path to grow, not just a quick gig
Are eager to learn and follow a proven system
Minimum Requirements:
18+ with valid U.S. Social Security Number
Must live in Ohio
Must pass a background check (no felonies)
Willing to complete licensing process (we provide help)
This is a remote-first, purpose-driven career path for Ohio residents looking for structure, mentorship, and professional growth.
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