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Entry Level Financial Services Representative

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Remote

Entry Level Financial Services Representative

Independent Contractor/Consultant

Entry Level Financial Services Representative

Skills

Compliance

11 days ago

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Important information


Contract type:

Permanent, Freelance / Contract, Part time

Salary:

$24,500 – $98,000 / year

Location:

United States

Work mode:

Remote

Published on:

14 October 2026

What they need


Entry-Level Financial Services Representative

Remote | Flexible Schedule | Part-Time or Full-Time

1099 Independent Contractor | Commission-Based Opportunity

Ready to Learn Something New and Build Something of Your Own?

You don't need a background in finance to get started. You just need a willingness to learn, a great attitude, and the motivation to create new opportunities for yourself.

We're growing our team and looking for driven, personable individuals who enjoy connecting with people, learning new skills, and making a difference.

Our focus is simple: helping individuals and families better understand their financial options and make informed decisions about their futures.

Whether you're looking for a flexible part-time opportunity, exploring a new career path, or interested in building your own business in the financial services industry, we'd love to connect!

What You'll Be Doing

  • Meet virtually with individuals and families to discuss their financial needs and goals.
  • Help clients better understand financial concepts, insurance, and available solutions.
  • Build genuine relationships and provide a positive client experience.
  • Work toward personal and professional goals at your own pace.
  • Participate in training, mentorship, and team development.
  • Complete the required licensing process with guidance and support.
  • Follow applicable licensing, industry, and compliance requirements.

What Makes This Opportunity Different?

No experience? No problem.

We believe the right attitude, work ethic, and willingness to learn are just as important as experience.

Here's what you can expect:

  • Licensing Support: Required licensing education, applicable state licensing fees, and fingerprinting costs are covered.
  • Training & Mentorship: Learn from experienced professionals who want to see you succeed.
  • Flexible Schedule: Build your business around your life, whether that's part-time or full-time.
  • Remote Opportunity: Connect with clients and your team virtually.
  • Personal Development: Build confidence, communication skills, leadership abilities, and financial knowledge.
  • Growth Potential: Opportunities to take on additional responsibilities and pursue leadership as you develop.
  • Supportive Team Environment: Be part of a team that values collaboration, encouragement, and celebrating wins.

Who We're Looking For

You might be a great fit if you:

  • Enjoy meeting new people and building relationships.
  • Have a positive attitude and are open to learning.
  • Are self-motivated and comfortable taking initiative.
  • Communicate well and genuinely enjoy helping others.
  • Can work independently while staying connected with a team.
  • Are looking for flexibility, professional growth, or a new career direction.

Basic Requirements:

  • Must be at least 18 years old.
  • Must reside in the United States.
  • Must be legally authorized to work in the United States.
  • Must meet applicable background check and state licensing requirements.
  • Must be willing to complete required training and licensing.

Let's Talk Compensation

This is a 1099 independent contractor opportunity, not a traditional salaried or hourly employee position.

Compensation is commission-based and determined by individual production and performance. There is no guaranteed salary, hourly wage, or minimum income.

This opportunity may be a fit for someone interested in developing their own client base and building a business over time.

Let's Connect!

You don't have to have everything figured out before getting started. That's what training and mentorship are for!

If you're curious about the financial services industry, enjoy helping people, and are ready to explore something new, we'd love to learn more about you.

Apply today, and let's start with a conversation!

Pay: $24,500.00 - $98,000.00 per year

Work Location: Remote

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