Financial Services Representative - Remote - Training Provided

Financial Services Representative (Training Provided)

Job Summary

We're seeking motivated, people-oriented individuals to join our growing team as Financial Services Representatives. Whether you're looking for a full-time career or a flexible part-time opportunity, this role offers comprehensive training, ongoing mentorship, and support in obtaining the required state licenses.

If you enjoy helping others, are eager to learn, and want the flexibility to manage your own schedule, we'd love to hear from you.

Responsibilities

• Meet with individuals and families to learn about their financial goals and priorities.
• Educate clients on financial concepts and available products and services.
• Recommend solutions based on clients' needs and objectives.
• Build and maintain long-term client relationships through regular follow-up.
• Participate in company-provided training, coaching, and professional development.
• Maintain accurate records and comply with applicable licensing and regulatory requirements.
• Manage your schedule and client appointments independently.

What We Offer

• Flexible full-time and part-time scheduling
• Remote and hybrid work opportunities, where available
• Comprehensive training program
• Mentorship from experienced professionals
• Licensing guidance for qualified candidates
• Ongoing professional development and leadership opportunities
• Supportive, team-focused work environment
• Weekly team wide training meetings

Qualifications

• Excellent communication and interpersonal skills
• Self-motivated with a willingness to learn
• Strong organizational and time-management abilities
• Comfortable working independently and as part of a team
• Ability to successfully complete a background check
• No previous financial services experience required—training is provided

About Us

We are a financial services organization committed to helping individuals, families, and businesses make informed financial decisions. Through education, personalized guidance, and access to financial solutions, we strive to support our clients in working toward their long-term financial goals.

Equal Opportunity Employer

We are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to fostering an inclusive workplace where all employees are treated with respect and provided equal opportunities for success.

Pay: $50,000.00 - $56,000.00 per year

Benefits:

• Flexible schedule

Application Question(s):

• Are you available for a 15 minute call in the next 48 hours?
• Are you willing to obtain the required license with guidance provided?

Work Location: Remote