Senior Finance Associate

Remote, USA Full-time Posted 2025-07-20

About this position:

For this 100%-remote sales position, we are looking for a Finance & Healthcare Associate to join our national client-relations team to provide financial education to families across America...

Candidate should have professional experience but also be well-versed in working with clientele ? regardless of industry.

About the position:
? Commission Only - no fixed salary
? Interface directly with clientele to provide financial education
? Identify & prioritize key opportunities for growth
? Develop long-lasting business relationships with clients
? Attend weekly trainings on Zoom
? Train and lead a team of financial professionals
? Learn & implement training systems
? Proficiency in Microsoft Office to keep records and provide illustrations for financial analysis

Qualifications: ? Valid Social Security Number -- either with a Green Card or as a US Citizen ? 3+ Years Experience on Microsoft Office ? 3+ Years Experience of Customer Interaction ? Great Communication skills ? Desire to work in a team environment ? Keen attention to detail ? Strong documentational skills ? Self-Starter a Must -- all training provided in-house

Big Plus:
? Great Organizational skills
? Great Management skills
? Good Analytical and Problem-Solving skills
? Ability to work across various lines of business
? Education background
? Healthcare background
? Exposure to financial markets

Additional information:

If you are interested, please respond with an updated resume. If you are selected for an interview, you will be contacted in your LinkedIn messenger. All interviews will be video over Zoom

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Senior Finance Associate

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