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Financial Services Representative - Training Provided

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Financial Services Representative - Training Provided

FBSPL

Financial Services Representative - Training Provided

3 days ago

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Important information


Contract type:

Permanent

Location:

United States

Work mode:

Remote

Published on:

17 October 2026

What they need


About the Role

This is a starting point for someone brand new to financial services. Training runs for several weeks, and nobody expects polish on the very first call. You work from home, phone families who requested details, and learn the plans as you go.

Pay is commission based, which rewards steady practice rather than instant results. If you want to skip the learning curve, this will frustrate you. If you like being taught properly and given time, it fits well.

In This Role

  • Connect by phone with people who recently asked about financial products.

  • Lay out plan choices in plain language people can picture.

  • Answer questions patiently until every doubt has been settled.

  • Capture required details correctly the very first time around.

  • Follow up with anyone still weighing a decision at home.

  • Maintain tidy notes that make the next call simpler.

Who This Suits

  • Enjoys speaking with people and does not dread dialing.

  • Keeps a tidy list and remembers what was promised.

  • Patient with people who need things repeated a second time.

  • Open to coaching and quick to apply new feedback.

  • Private area at home suitable for confidential conversations.

  • Reliable internet service and a computer that stays dependable.

What We Provide

  • Interested families handed over rather than hunted down alone.

  • Classroom style sessions plus live practice with real feedback.

  • A mentor listens to your calls and offers honest pointers.

  • Room to shift calling blocks when life needs rearranging.

  • Advancement decided by results rather than by time served.

  • Earnings tied directly to the effort you put in.

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