Financial Services Representative

We’re looking for a motivated, client-focused Financial Services Representative to join our team and help individuals and families work toward their financial goals.

In this role, you’ll meet with clients to understand their priorities, explain financial strategies in an easy-to-understand way, and help them evaluate solutions related to retirement, insurance protection, budgeting, debt management, education funding, and legacy planning.

We provide training and guidance to help qualified candidates develop the knowledge and skills needed for the role.

What You’ll Do

• Meet with prospective and existing clients to learn about their financial goals and priorities.
• Educate clients about financial planning concepts and available solutions.
• Help clients evaluate strategies related to retirement, life insurance, asset protection, education savings, and legacy planning.
• Build and maintain professional client relationships through responsive, high-quality service.
• Maintain accurate client records and required documentation.
• Work with internal team members to support client needs and deliver a positive experience.
• Participate in ongoing training and professional development.
• Follow company policies, applicable laws, and regulatory requirements.

What We’re Looking For

• Strong communication and interpersonal skills.
• Professional, organized, and dependable approach to client service.
• Ability to manage priorities, appointments, and follow-up effectively.
• Comfortable learning financial concepts and explaining information clearly.
• Customer-focused mindset.
• Previous financial services, insurance, customer service, or sales experience is helpful but not required.

Training & Development
We believe in developing talent from within. Our training program includes:

• Financial services fundamentals
• Client relationship management
• Communication and presentation skills
• Industry compliance education
• One-on-one mentorship
• Ongoing coaching and development
• Opportunities for professional growth

What We Offer

• Fully remote work environment
• Flexible scheduling
• Comprehensive onboarding and training
• Ongoing mentorship from experienced professionals
• Supportive and collaborative team culture
• Opportunities for professional advancement
• Continuing education and career development
• Performance-based compensation

Pay: $50,000.00 - $65,000.00 per year

Work Location: Remote