About this position
Looking for a fresh start in a flexible, remote career—without prior experience? If you’re in North Carolina, we’ll show you how.
We’re partnering with driven individuals across the Tar Heel State to launch entry-level careers in financial services. As a Client Education Specialist, you’ll help individuals understand income protection, budgeting, and long-term planning—all from home, using modern tools and proven systems. Full training, licensing guidance, and mentorship are provided.
What You’ll Do:
Meet with clients via Zoom or phone
Use digital tools and templates to explain financial solutions
Attend team-led mentorship and structured training
Set your own schedule—part-time or full-time options available
What’s Provided:
Licensing and onboarding support
CRM system, digital tools, and presentation scripts
Weekly coaching from experienced professionals
Remote-first structure with growth potential
You’re a Fit If You:
Live in North Carolina and want a remote-first career
Are coachable, reliable, and eager to grow professionally
Want something with structure, mentorship, and a long-term path
Enjoy helping people and learning new skills
Minimum Requirements:
Must be a U.S. resident based in North Carolina
18+ with valid Social Security Number
Must pass a background check (no felonies)
Willing to complete licensing (we help guide you through it)
This is a remote-first, entry-level opportunity tailored for North Carolina residents ready to build a meaningful and flexible career in the financial industry.
Powered by JazzHR