Digital Life Planning Partner

Overview

Are you someone who believes that everyone deserves a well-planned and secure future? As a Digital Life Planning Partner, you'll have the opportunity to guide individuals and families in achieving their life and financial goals—all while working from home on your own terms.

No financial background? No problem. We provide training, mentorship, and all the tools you need to succeed. All you need is a growth mindset and a heart for service.

Key Responsibilities

Help clients identify and clarify their personal and financial priorities

Conduct needs-based assessments to design tailored life planning strategies

Provide guidance on savings, protection, investment, and legacy-building solutions

Maintain relationships through consistent client engagement and support

Embrace continuous learning and development for career and leadership growth

What We’re Looking For

Individuals who value purpose-driven work

Confident communicators with a desire to serve and educate

Open-minded learners—experience is a bonus, but not a must

Those who enjoy flexible schedules and remote working setups

Fresh graduates, career shifters, and part-timers are welcome

Compensation & Benefits

Work-from-home with a flexible schedule

Health and life insurance

Company Christmas gift

Opportunities for promotion and long-term career advancement

Access to professional training, mentorship, and team support

Pathway to leadership roles and financial independence