Customer Financial Services Representative

We are a leading non-captive fintech brokerage partnering with over 25 A-rated Fortune 500 financial institutions. Our mission is to help 100 million families by 2030, leaving no family behind. We're revolutionizing financial services by combining expert guidance with cutting-edge technology to create seamless digital experiences for our clients.

The Opportunity

We're seeking a driven Financial Representative to join our growing team. In this role, you'll help clients develop comprehensive retirement strategies while building your own professional practice within our supportive framework.

Key Responsibilities

• Provide personalized retirement planning solutions to clients
• Educate clients on retirement asset growth and protection strategies
• Conduct needs analyses and recommend appropriate financial products
• Build and maintain long-term client relationships
• Leverage our digital platforms to enhance client experience
• Stay current on industry regulations and product offerings

Qualifications

• Strong interest in financial services (prior experience beneficial but not required)
• Excellent communication and relationship-building skills
• Self-motivated with an entrepreneurial mindset
• Desire to continuously learn and develop professionally
• Willingness to obtain necessary licenses (we provide training and support)

Why Join Us?

• Unlimited Income Potential: Commission-based compensation structure with no ceiling
• Career Growth: Clear pathway to leadership and potentially running your own agency
• Comprehensive Training: Industry-leading education and mentorship programs
• Work Flexibility: Build your business around your lifestyle
• Purpose-Driven Work: Make a real difference in families' financial futures

Job Types: Full-time, Part-time

Pay: $50,000.00 - $90,000.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Life insurance
• Professional development assistance
• Retirement plan

Application Question(s):

• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
• Are you willing to obtain a state license for this role, if you don't already have one?

Work Location: Remote