About this position
Based in Tennessee and ready to start a remote-first career with flexibility, mentorship, and professional growth?
We’re partnering with Tennesseans to help them step into financial services roles—no prior experience needed. As a Volunteer State Finance Associate, you’ll work from home while helping clients understand income protection and long-term planning strategies. We’ll provide all the tools, licensing support, and one-on-one training to set you up for success.
What You’ll Do:
Meet with clients virtually via Zoom or phone
Present pre-built financial concepts using digital tools
Follow a structured training and mentorship path
Choose full- or part-time scheduling to fit your goals
What’s Provided:
Step-by-step licensing and onboarding assistance
CRM, digital presentations, and training portal access
Weekly mentorship from experienced team leaders
Fully remote structure with advancement opportunities
You’re a Fit If You:
Live in Tennessee and want professional flexibility
Are dependable, coachable, and enjoy helping others
Want more than a gig—you’re building a career path
Can follow a proven system and work independently
Minimum Requirements:
Must be a U.S. resident based in Tennessee
18+ with a valid Social Security Number
Able to pass a background check (no felonies)
Willing to complete licensing (we’ll guide you through it)
This is a remote-first, entry-level career opportunity built for Tennessee residents ready to grow with mentorship, tools, and a clear path forward.
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