Financial Services Representative

Overview

This fully remote position is for motivated individuals to join an established financial services practice as a Financial Representative. The role offers comprehensive training, hands-on mentorship, administrative resources, and ongoing professional development to help you build a successful career in financial services.

The position focuses on helping individuals and families protect their financial future, manage their finances, and plan for long-term financial goals, including retirement. Previous financial services experience is not required.

Employment type: W-2 employee.

Responsibilities

• Complete the required training program and obtain applicable professional licenses and registrations.
• Build and maintain client relationships through networking, referrals, community involvement, and professional connections.
• Meet with clients to assess financial goals, protection needs, cash flow, and retirement objectives.
• Use financial planning and modeling tools to evaluate client needs and develop appropriate recommendations.
• Educate clients about life insurance, disability income protection, and retirement planning options within the scope of applicable licenses.
• Maintain accurate client information and documentation while following regulatory and compliance requirements.
• Provide ongoing support to clients and help them adjust financial strategies as needs evolve.
• Participate in continuing education, professional development, and mentorship activities.

Requirements

• Strong communication, interpersonal, and active listening skills.
• Ability to establish trust and develop long-term professional relationships.
• Self-motivated and organized, with comfort working independently in a remote environment.
• Willingness to engage in prospecting, networking, and client relationship development.
• Professionalism, integrity, and a client-focused approach.
• Ability and willingness to obtain and maintain the necessary licenses and registrations.
• Ability to meet applicable background screening and regulatory requirements.

Preferred Qualifications

• Previous experience in sales, education, customer service, operations, management, or other relationship-focused roles.
• Bachelor’s degree or equivalent relevant professional experience.
• Interest in financial planning, insurance, retirement strategies, or personal finance.
• Experience managing client relationships or working in a goal-oriented environment.

Training and Career Development

The practice provides resources and professional support to help individuals develop skills and grow within the financial services industry, including:

• Sponsored training and licensing support for required Life and Health licenses and applicable securities registrations.
• Comprehensive onboarding and structured professional training.
• One-on-one mentorship from experienced financial professionals.
• Access to administrative resources and marketing support.
• Continuing education and opportunities for professional growth.

Compensation & Benefits

• W-2 employee employment type.

Location

• Fully Remote