About this position
Feel like you were meant for more than clocking in and out? If you’re ready to create your own schedule, build new skills, and earn based on your effort—not your hours—we’d love to partner with you.
We’re working with motivated individuals across Illinois to help them start flexible, remote-first careers in financial services. As a Freedom-Focused Finance Trainee, you’ll learn how to help families with income protection and long-term planning—all from your laptop. No experience? No problem. We provide licensing support, mentorship, and a system designed for new professionals.
What You’ll Do:
Conduct virtual client consultations (Zoom/phone)
Use proven scripts and tools to share financial strategies
Follow structured onboarding and attend mentorship calls
Work part-time or full-time—your choice
What You’ll Receive:
Step-by-step licensing support
Access to CRM, presentation scripts, and training modules
Ongoing coaching from industry leaders
Remote-first schedule with long-term potential
You’re a Fit If You:
Live in Illinois and want a more flexible, rewarding career
Are coachable, consistent, and want to grow
Enjoy helping others and learning new skills
Are looking to leave behind dead-end work for something meaningful
Minimum Requirements:
Must be a U.S. resident based in Illinois
18+ with valid Social Security Number
Must pass a background check (no felonies)
Willing to complete licensing (support provided)
This remote-first opportunity is ideal for Illinois residents ready to transition into a flexible, purpose-driven career with the tools and support to thrive.
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