Financial Services Representative

Overview

A fully remote role is available for a Financial Services Representative (W-2 employee). This position is designed for motivated, goal-oriented professionals who want to build a career in financial services.

In this role, you will help individuals and families understand their financial priorities, explore protection strategies, and prepare for important financial decisions, including long-term retirement planning. Prior financial services experience is not required.

Responsibilities

• Complete required onboarding and training programs, including obtaining necessary professional licenses and registrations.
• Build relationships with potential clients through referrals, networking events, professional connections, and community engagement.
• Conduct client meetings to evaluate financial priorities, existing protection, income management, and future planning objectives.
• Use financial planning tools and resources to assess individual circumstances and develop appropriate recommendations.
• Guide clients through life insurance, disability income protection, and retirement planning options in accordance with applicable licensing requirements.
• Maintain consistent communication to foster lasting client relationships and provide ongoing assistance.
• Ensure client records and documentation are accurate, organized, and compliant with applicable regulations and procedures.
• Work with experienced mentors and industry professionals to expand product knowledge and improve client service.
• Participate in continuing education and professional training to stay current on financial services practices and regulatory developments.

Requirements

• Strong written and verbal communication skills.
• Excellent interpersonal skills with the ability to establish trust and maintain professional relationships.
• Ability to work independently and manage responsibilities effectively in a remote environment.
• Comfort initiating conversations, developing professional networks, and connecting with prospective clients.
• Strong organizational skills, attention to detail, and dependable follow-through.
• Professional integrity, sound judgment, and a commitment to ethical client service.
• Willingness and ability to obtain and maintain all required licenses and professional registrations.
• Ability to satisfy applicable regulatory, licensing, and background screening requirements.

Preferred Qualifications

• Professional experience in sales, customer service, education, operations, management, or other client-focused industries.
• Bachelor’s degree or a comparable combination of education and relevant work experience.
• Interest in financial education, personal finance, insurance, and retirement planning.
• Experience developing client relationships or working in a results-oriented professional environment.
• Demonstrated initiative, adaptability, and commitment to continuous learning.

Training & Career Development

Structured learning opportunities and professional resources are provided, including:

• Comprehensive onboarding and industry-specific training programs.
• Preparation and sponsorship support for required Life and Health licenses and applicable securities registrations.
• Individualized coaching and guidance from experienced financial professionals.
• Access to administrative support, marketing resources, and operational tools.
• Ongoing professional education and skill-development opportunities.
• Resources to strengthen financial services knowledge, client engagement, and relationship management skills.

Compensation & Benefits

• Employment Type: W-2 employee

Location

• Fully Remote