Entry-Level Financial Services Representative (100% Remote, Part-Time Or Full-Time, Flexible Schedule)

We seek an ambitious and motivated individual to join our team as an Entry-Level Financial Services Representative.

As an Entry-Level Financial Services Representative, you will have the opportunity to work with a dynamic and diverse team, gaining valuable experience and knowledge in the financial services sector. You will play a vital role in assisting clients with their financial needs, providing them with guidance and support in areas such as investments, retirement planning, insurance, and more.

Responsibilities:

- Assist clients in identifying their financial goals and developing customized financial plans

- Educate clients on various investment options, retirement strategies, and insurance products

- Conduct market research and analysis to provide up-to-date financial insights

- Collaborate with senior team members to learn and grow within the industry

- Build and maintain strong relationships with clients, ensuring their satisfaction and trust

- Stay updated on industry trends, regulations, and compliance requirements

Requirements:

- Bachelor's degree is always a plus but not required.

- Must have the authorization to work in the USA and be willing to get a state insurance license.

- People skills, or willingness to help people.

- Ability to work independently and in a team-oriented environment

- Basic computer skills.

Why join our team?

- Comprehensive training and mentorship programs to support your professional development

- Opportunity for career advancement and growth within the company

- Competitive compensation package with performance-based bonuses

- Collaborative and inclusive work environment

- Access to cutting-edge technology and resources

Environment:

• 100% remote.
• Incredible training program and positive team environment.
• 1099 qualified - Commission Pay
• Opportunities for performance bonuses, paid world travel, and more
• Part-Time/Dual Career: keep your current job and work with us part-time during off hours.
• Training and flexible work hours can weave into your existing schedule.

Requirements:

• No sponsorship options.
• Background check required.

To apply, please submit your resume and a cover letter outlining your interest in the position. We are excited to look over your application.