Financial Services Professional / Entry Level / Remote

We’re looking for motivated individuals interested in building professional experience in financial services while helping individuals and families work toward their financial goals.

No previous financial-services experience is required. Training, mentorship, and guidance through the applicable licensing process are provided for candidates who move forward.

This is a remote opportunity with flexible scheduling and the ability to participate on a part-time or full-time basis. It may be a good fit for someone who enjoys working with people, is coachable, self-motivated, and interested in developing new professional skills.

What We Offer

• Remote work
• Flexible scheduling
• Part-time and full-time opportunities
• Training and ongoing mentorship
• Licensing guidance and support
• Professional development
• Performance-based advancement opportunities
• Bonuses and incentives when applicable
• Supportive team environment

What You’ll Do

As you complete the required training and licensing process, responsibilities may include:

• Meet virtually with individuals and families to understand their financial goals and priorities
• Provide financial education on topics such as financial protection, retirement, debt strategies, and long-term financial planning
• Help appropriately qualified clients access financial products and services for which you are properly licensed and authorized
• Build and maintain professional client relationships
• Develop your client base through referrals and lead-generation strategies
• Follow up with clients and prospective clients
• Participate in virtual training, team meetings, and ongoing professional development
• Follow applicable company procedures and regulatory requirements

Training & Licensing

Financial-services experience is not required to be considered.

Training and mentorship are provided to help you learn the business and prepare for applicable licensing requirements. Certain financial products and activities require state and/or federal licenses before those activities may be performed.

The licensing process and requirements will be explained during the interview and onboarding process.

Minimum Requirements

• Must Live in the United States
• Must be legally authorized to work in the United States
• Must be able to satisfy applicable background and licensing requirements
• Strong communication and interpersonal skills
• Reliable internet access
• Comfortable participating in virtual meetings
• Willing to learn and complete required training
• Self-motivated and dependable

Experience in customer service, sales, education, coaching, leadership, financial services, healthcare, military service, public safety, or other people-focused professions can be helpful but is not required.

Schedule

• Flexible scheduling
• Part-time and full-time participation may be considered
• Client appointments and training are primarily conducted virtually
• Some evening availability may be helpful based on client schedules

Why Consider This Opportunity?

This opportunity can provide a path to develop professional financial-services skills, obtain applicable licenses, work with individuals and families, and build a flexible business within the financial-services industry.

If you’re motivated, willing to learn, and interested in exploring a career in financial services, apply today to learn more about the opportunity, training process, licensing requirements, and compensation structure.

Benefits:

• Flexible schedule
• Professional development
• Training and mentorship
• Licensing support

Benefits:

• Flexible schedule
• Tuition reimbursement
• Work from home

Application Question(s):

• Do you live in the United States?
• do you have any financial services experience (Insurance/securities/financial planning)

Work Location: Remote