Entry-Level Financial Services Representative – Remote

Job Summary
Join our growing team as an Entry-Level Financial Services Representative – Remote. This role offers an opportunity to begin a career in financial services with structured training, ongoing support from experienced team members, and a clear path for professional development.

In this position, you will work with individuals and families to help them better understand financial concepts and explore strategies designed to support long-term financial stability. You’ll learn how to guide conversations, organize financial information, and provide education around topics such as budgeting, protection strategies, and future planning.

This is an ideal opportunity for individuals looking to transition into a new career path, develop valuable communication and leadership skills, or build experience in a professional, client-focused environment. You will follow a step-by-step onboarding process and receive support as you grow into more advanced responsibilities over time.

No prior experience is required. We provide structured training and a supportive team environment designed to help you build confidence, develop professionally, and succeed in the role.

Key Responsibilities

• Connect with individuals and families to understand financial goals and needs
• Provide educational guidance on financial concepts and available strategies
• Follow up with prospective clients and maintain consistent communication
• Assist with organizing financial information and documentation
• Maintain accurate records of interactions and follow-up activities
• Participate in training sessions and team development meetings
• Collaborate with team members to support client experience and growth

Qualifications

• Strong communication and interpersonal skills
• Self-motivated with the ability to manage time effectively
• Organized with attention to detail
• Comfortable learning new systems and processes
• Positive attitude and willingness to grow in a professional environment

No prior experience required. Training is provided.

Preferred (Not Required)

• Background in customer service, education, or sales
• Experience with client communication or outreach
• Bilingual or multilingual abilities

Additional Information

• Flexible scheduling options available
• Ongoing training and professional development provided
• Advancement opportunities based on performance and leadership development
• Must be willing to obtain any required state financial services license (guidance provided through the process)

Pay: $68,331.00 - $78,876.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Referral program
• Vision insurance
• Work from home

Education:

• Bachelor's (Preferred)

Experience:

• Customer service: 1 year (Preferred)

License/Certification:

• Life Insurance License (Preferred)

Work Location: Remote