(Remote) Financial Representative

About this role

• **Take Control of Your Career in Finance - Work Remotely** Are you motivated, coachable, and looking for a flexible career with long-term growth potential?
• We're seeking individuals interested in helping clients work toward their financial goals while building a rewarding career in financial services.
• No prior industry experience is required-we provide comprehensive training and support to help you get started.
• ResponsibilitiesClient Support * Meet with clients virtually to understand their financial goals and priorities.
• * Educate clients on available financial products and services.
• * Assist in developing personalized financial strategies based on clients' objectives.
• * Maintain ongoing communication and provide periodic account reviews.
• Professional Development * Complete company-provided training and obtain required state licenses.
• * Stay informed about industry trends, financial concepts, and regulatory requirements.
• * Participate in team meetings, coaching sessions, and continuing education.
• Compliance & Ethics * Maintain client confidentiality.
• * Follow all company policies and applicable state and federal regulations.
• * Conduct business with professionalism and integrity.
• Qualifications * No prior financial services experience required.
• * Training and licensing assistance provided.
• * Sales, customer service, leadership, education, or business experience is a plus.
• * Strong communication and interpersonal skills.
• * Comfortable working in a virtual environment.
• * Self-motivated with strong organizational and time-management skills.
• * Legally authorized to work in the United States.
• * Must be willing to obtain any required state insurance and/or securities licenses.
• What We Offer * Flexible remote work opportunities.
• * Full training and onboarding program.
• * Ongoing mentorship and professional development.
• * Performance-based advancement opportunities.
• * Collaborative and supportive team environment.
• * Full-time and part-time opportunities available.
• Job Details **Job Type:** Full-time or Part-time **Location:** Remote If you're looking for an opportunity to develop professionally, help individuals and families work toward their financial goals, and grow within a supportive team, we'd love to hear from you.
• Apply today to learn more about the position.
• Pay: $75,000.00 - $96,000.00 per year Benefits: * Flexible schedule * Referral program Work Location: Remote

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