Financial Services Representative-Training Provided-Remote

Build Skills. Build Relationships. Build Your Career.

Looking for a career where you can work with people, develop valuable professional skills, and build something long-term? Whether you’re starting a new career or bringing experience from another industry, this opportunity gives you the chance to learn and grow in financial services.

No previous financial services experience is required. We provide structured training, mentorship, and ongoing support to help you learn the industry, develop your communication and client-service skills, and become confident working with clients.

If you’re motivated, professional, coachable, and enjoy helping people, we’d like to hear from you. You’ll work directly with individuals, families, and business owners to understand their priorities and provide clear information about financial products and services available to them.

Scheduling and work-location options may vary based on the position, licensing requirements, and business needs.

What You’ll Do

• Meet with clients to learn about their goals, priorities, and financial needs
• Explain financial concepts, products, and services in a clear and professional manner
• Help clients understand available options based on their individual circumstances and eligibility
• Develop and maintain professional client relationships through communication and follow-up
• Schedule appointments and manage follow-up activities
• Participate in company-provided training, coaching, and professional development
• Complete required licensing and continuing education requirements, where applicable
• Follow company policies, industry standards, and applicable regulatory requirements
• Manage daily responsibilities independently while staying connected with a supportive team

What We Offer

• Full-time and part-time scheduling opportunities
• Flexible scheduling options, based on role and business needs
• Remote work options available
• Structured training and ongoing mentorship
• Licensing support for qualified candidates, where applicable
• Professional development opportunities
• Leadership development opportunities based on performance and business needs
• A collaborative team environment
• Opportunities to develop communication, client-service, and relationship-management skills

What We’re Looking For

The ideal candidate is:

• Professional, dependable, and organized
• A strong communicator who enjoys working with people
• Self-motivated and able to manage responsibilities independently
• Open to learning new concepts and developing new skills
• Comfortable communicating with clients in a professional setting
• Able to manage appointments, follow-ups, and daily responsibilities
• Willing to complete required training and licensing
• Able to meet applicable employment and licensing requirements

No prior financial services experience is required. Candidates with backgrounds in customer service, sales, education, administration, business, hospitality, management, or other people-focused roles are encouraged to apply.

About Us

We are a financial services organization focused on helping individuals, families, and business owners better understand their financial options.

Our approach emphasizes education, client relationships, and personalized guidance. We invest in developing our team through training, mentorship, and professional development.

Hiring Process

Candidates whose qualifications align with the opportunity may be contacted for a brief introductory conversation.

The initial conversation provides an opportunity to learn more about the role, discuss training and licensing requirements, ask questions, and determine whether the opportunity is a good mutual fit.

Equal Opportunity Employer

We are committed to providing equal employment opportunities and an inclusive workplace. Employment decisions are made in accordance with applicable federal, state, and local laws.

Benefits

• Flexible scheduling options
• Remote work options, where available
• Professional development and training
• Mentorship and coaching
• Licensing support, where applicable

Pay: $52,000.00 - $72,000.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Professional development assistance

Application Question(s):

• Are you available for a short 15 minute introductory call to discuss the position and next steps?
• Are you willing to obtain the required financial services license with guidance and support?

Work Location: Remote