Financial Services Representative (Remote)

About the Opportunity

We are expanding our financial services team and looking for motivated individuals who are interested in learning the financial services industry and developing a long-term career.

No previous financial services experience is required. Training, guidance, and mentorship are available as you work toward the required industry licensing.

This opportunity is designed for individuals who are willing to learn, develop their skills, work with clients, and build their business over time.

What You’ll Do

• Educate individuals and families on fundamental financial concepts
• Help clients understand available financial products and services
• Learn to identify client needs and goals
• Assist with applications and required documentation
• Participate in virtual client and team meetings
• Follow up with clients and provide ongoing service
• Complete required training and licensing
• Continue developing your knowledge and skills within the financial services industry

Training & Licensing

No previous financial services experience is required.

Training and mentorship are provided to help you learn the business and prepare for the required licenses.

Required licensing and training must be completed before you can earn compensation from licensed financial services activities.

Compensation & Work Structure

This is an independent-contractor (1099), performance-based opportunity, NOT a traditional W-2 hourly or salaried position.

The compensation range shown on Indeed represents potential annual earnings and is not a guaranteed salary or starting income. There is no guaranteed hourly wage or specific level of income.

Earnings are based on licensing, training, individual performance, business activity, and the development of your client base and business over time.

This is not a get-rich-quick opportunity. Building meaningful income takes time, consistent effort, training, experience, and continued development.

The opportunity can be developed on a part-time or full-time basis, depending on your goals and availability.

Who We’re Looking For

We are looking for individuals who are:

• 18 years of age or older
• Current residents of the United States
• Coachable and willing to learn
• Professional, dependable, and self-motivated
• Comfortable working independently and as part of a team
• Willing to complete required training and licensing
• Comfortable communicating with people through phone and video meetings
• Interested in developing a long-term career rather than looking for a quick paycheck

Requirements

• Must be a current U.S. resident
• Must meet applicable licensing and background requirements
• Reliable access to a computer and high-speed internet
• Ability to participate in virtual meetings
• Willingness to complete required training and licensing
• Ability to work independently while participating in team training and support

What Happens Next

Applications will be reviewed based on eligibility and overall fit.

If selected to move forward, you will be contacted to schedule a virtual conversation with a member of our team.

The conversation is an opportunity for us to learn more about you, explain the opportunity in greater detail, answer your questions, and determine whether it is a good mutual fit.

Please only schedule an interview if you are prepared to attend at the agreed-upon time.

Pay: $25,000.00 - $80,000.00 per year

Benefits:

• Flexible schedule

Application Question(s):

• 1. Are you currently a resident of the United States?

This opportunity is only available to individuals who reside in the U.S.

Yes
No

• 2. Have you read the full job description and understand that this is an independent-contractor (1099) opportunity with performance-based compensation, rather than a traditional W-2 hourly or salaried position?

Yes, I understand
No, I have questions

• 3. Do you understand that obtaining the required licenses and completing the necessary training are required before you can earn compensation from licensed financial services activities? This is not a paid training or guaranteed-income position.

Yes, I understand
No, I have questions

• 4. If selected for a virtual interview, are you prepared to schedule a time and attend the meeting as agreed?

Yes

No, I have questions

Work Location: Remote