Financial Representative - Seeking Growth

Company logo

Unlock Employer

Posted Nov 2, 2026

Remote · US Full Time
$97K – $192K/yr

Overview

The organization is seeking a Financial Representative to support the continued growth of the local region. This opportunity is well-suited for candidates who already hold the appropriate state licensing or are willing to obtain it quickly, and who are motivated to make a meaningful impact on clients and the local community.

Over time, the role may expand to include recruiting, training, and developing other financial representatives to support the success of the team.

Responsibilities

  • Address members’ financial needs
  • Demonstrate leadership in the community
  • Support the continued growth of the local office
  • Build, develop, and contribute to a growing team (as the role expands)
  • Recruit, train, and develop other financial representatives (over time)

Qualifications

  • Team-spirited, enthusiastic, and able to maintain a positive attitude when facing challenges
  • Competitive mindset
  • Genuine, authentic approach with the drive to do what it takes to contribute and achieve goals

Required Financial Licenses

  • SIE Certification or willingness to quickly obtain
  • Life/Health License or willingness to quickly obtain

Preferred Qualifications

  • (No additional preferred qualifications were specified.)

Compensation & Benefits

  • Commission-based compensation and performance-based incentives
  • Based on historical results, representatives may earn approximately 97,000–192,000 annually; actual earnings vary and are not guaranteed
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Vision insurance
  • Life insurance
  • Strong benefits and retirement package
  • Training & development / exclusive training and development with experienced professionals
  • Opportunity for advancement
  • Professional development assistance
  • Referral program
  • Company parties
  • Attainment of prestigious credentials and recognition

Location

  • Flexible work from home options available.