Remote - Financial Service Representative - Training Provided

Financial Services Representative

Looking for an opportunity to work with people, develop valuable professional skills, and build a long-term career? Whether you’re beginning a new career or bringing experience from another industry, this role provides an opportunity to learn about financial services while developing communication, client-service, and relationship-management skills.

No prior financial services experience is required. Structured training, mentorship, and ongoing support are provided to help qualified candidates learn the industry, understand applicable products and services, and develop the skills needed to work professionally with clients.

If you are motivated, dependable, professional, and willing to learn, we’d like to hear from you.

What You’ll Do

• Meet with individuals, families, and business owners to understand their goals, priorities, and financial needs
• Communicate information about applicable financial products and services clearly and professionally
• Help clients understand available options based on their individual circumstances and eligibility
• Build 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 collaborating with a supportive team

What We Offer

• Full-time and part-time opportunities, depending on business needs
• Flexible scheduling options, where available
• Remote work opportunities, where applicable to the position
• Structured training and ongoing mentorship
• Licensing support for qualified candidates, where applicable
• Professional development and training opportunities
• Leadership development opportunities based on qualifications, performance, and business needs
• A collaborative and professional team environment
• Opportunities to strengthen 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
• Willing to learn new concepts and develop 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 experience in customer service, sales, education, administration, business, hospitality, management, or other people-focused roles are welcome 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 support our team through training, mentorship, and professional development designed to help employees build knowledge and confidence in their roles.

Hiring Process

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

The initial conversation provides an opportunity to learn more about the position, responsibilities, training and licensing requirements, scheduling options, and other relevant details. Candidates will also have an opportunity to ask questions and determine whether the opportunity is a good mutual fit.

Equal Employment Opportunity

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

Benefits

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

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• Flexible schedule

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