Financial Services Representative – Entry Level (Training Provided)

Overview

Start your career in the financial services industry as a Financial Services Representative – Entry Level. We are looking for motivated individuals who want to learn, grow professionally, and help individuals and families make informed decisions about their financial protection.

No previous industry experience is required. Training and ongoing guidance are provided to help you develop product knowledge, client communication skills, and the ability to identify solutions that meet clients’ needs.

This opportunity is ideal for self-motivated individuals interested in financial education, client relationships, entrepreneurship, and long-term professional growth.

Languages: Spanish and English

Work arrangement: Remote Experience

Entry level: training provided

Compensation: Commission-based

Responsibilities

• Connect with individuals and families to understand their financial protection needs.
• Educate clients about available insurance and supplemental protection options.
• Help clients compare coverage options and understand policy features.
• Build and maintain professional relationships with clients.
• Follow up with prospective clients and assist with the application process.
• Participate in training sessions and professional development activities.
• Develop client acquisition and relationship-building skills.
• Maintain accurate client information and follow applicable industry regulations.

Qualifications and Skills

• Strong communication and interpersonal skills.
• Willingness to learn and develop new professional skills.
• Self-motivation, organization, and a goal-oriented mindset.
• Ability to build relationships and communicate clearly with clients.
• Interest in insurance, financial education, and helping families protect their future.
• Previous sales or customer service experience is a plus, but not required.
• Willingness to obtain and maintain the required insurance license, if not already licensed.

Benefits

• Training and ongoing professional guidance.
• Flexible remote work arrangement.
• Opportunities for professional growth and career development.
• Opportunity to build a client base and grow your business.
• Opportunities to attend company events, conferences, and recognition trips, subject to eligibility and program requirements.

Pay: From $54,100.00 per year

Benefits:

• Employee discount
• Financial planning services
• Flexible schedule
• Paid training
• Referral program

Work Location: Remote