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Financial Services Representative - Entry level

  • Source: Indeed
  • Generations Financial (M4T)
  • $66,167.5 to $71,817.39 /yr
  • Remote
  • United States
  • Full-Time
  • Junior

Job Description

Financial Services Representative (Remote) – Entry Level

M4T Financial

Job Type: Full-Time | Part-Time | Flexible Schedule
Location: Remote (United States)
Eligibility: Applicants must be physically located and legally authorized to work in the United States.
Compensation: 100% Commission-Based (Uncapped Earning Potential)

About M4T Financial

M4T Financial is committed to helping individuals, families, and business owners build, protect, and preserve their financial futures. We are expanding our team and seeking motivated individuals who want to build their own financial services business while making a meaningful impact in their communities.

Whether you’re looking for a career change, additional income, or the opportunity to become an entrepreneur, we provide the training, mentorship, and support to help you succeed.

Position Overview

As a Financial Services Representative, you will work directly with individuals, families, and business owners to identify their financial goals and recommend personalized solutions. You’ll build lasting relationships while educating clients on strategies to protect what matters most and prepare for a stronger financial future.

No prior financial services experience is required. We provide comprehensive training, mentorship, and sponsored licensing for qualified candidates.

Responsibilities

  • Build and maintain a client base through networking, referrals, and relationship building.
  • Meet with individuals, families, and business owners to understand their financial goals.
  • Educate clients on financial strategies designed to protect their income, build wealth, and prepare for retirement.
  • Develop customized financial solutions based on each client’s needs.
  • Build long-term relationships by providing ongoing reviews and support.
  • Participate in ongoing training, coaching, and professional development.
  • Develop leadership skills with opportunities to build and mentor a team.

Products & Services

  • Life Insurance
  • Retirement Planning
  • College Savings Strategies
  • Income Protection
  • Wealth Accumulation Strategies
  • Business Financial Solutions
  • Investment & Advisory Services (where appropriately licensed)
  • Mortgage Solutions (where appropriately licensed)

What We Offer

  • 100% Remote Opportunity
  • Flexible Schedule
  • Full-Time or Part-Time Opportunities
  • Comprehensive Training Program
  • One-on-One Mentorship
  • Ongoing Professional & Leadership Development
  • Sponsored Licensing Opportunities, including:
  • State Life Insurance License
  • FINRA Securities Industry Essentials (SIE) Exam
  • FINRA Series 6 License
  • FINRA Series 63 License
  • Mortgage Loan Originator (MLO) License
  • Access to industry-leading technology and financial planning resources
  • Performance-Based Bonuses and Incentives
  • Renewable Income Opportunities
  • Leadership and Agency-Building Opportunities
  • Unlimited Income Potential

Qualifications

We’re looking for individuals who are:

  • At least 18 years of age
  • Currently residing in the United States
  • Legally authorized to work in the United States
  • Eligible to obtain required state insurance and securities licensing
  • Able to pass a background check
  • Entrepreneurial and self-motivated
  • Strong communication and interpersonal skills
  • Coachable with a desire for continuous learning

Previous experience in sales, customer service, education, athletics, military, management, leadership, or other client-facing roles is beneficial but not required. We provide the training and support needed for motivated individuals to succeed.

Compensation

This is a 1099 Independent Contractor position. Compensation is 100% commission-based, with uncapped earning potential. Earnings are based on individual production, client acquisition, and business development. There is no guaranteed salary or hourly wage.

Why M4T Financial?

At M4T Financial, we believe in developing people as much as we develop businesses. Through industry-leading training, experienced mentorship, and sponsored licensing opportunities, you’ll have the support needed to build a successful career in financial services.

Whether your goal is to earn supplemental income, transition into a new career, or build your own agency, M4T Financial provides the education, resources, and leadership to help you succeed while making a meaningful impact in the lives of others.

Apply Today

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This listing is a publicly available opportunity curated by Try Club to help talent discover relevant roles. Try Club is an independent platform and is not affiliated with Generations Financial (M4T)

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