Remote / Hybrid Financial Services Agent (Training Provided)

Job Summary

Our finance office is currently expanding, and we are seeking dependable, professional individuals interested in learning financial services and client education. This is a remote/hybrid opportunity with optional in-person training available at our Richardson office. Structured training, mentorship, and licensing guidance are provided.

Applicants must be at least 18 years old

Key Responsibilities

• Meet with individuals and families (virtually or in person) to review basic financial protection needs
• Educate clients on life insurance and foundational financial planning concepts
• Complete needs-based assessments and assist with appropriate next steps
• Maintain accurate client notes and follow up as scheduled
• Participate in required training, meetings, and professional development
• Manage your schedule responsibly and communicate professionally

This Role Is Best For Someone Who

• Has a consistent work history
• Is comfortable working in a performance-based (commission) environment
• Communicates clearly and follows through on commitments
• Is coachable and willing to learn
• Is seeking long-term professional growth, not short-term or casual work

Compensation

• Performance-based (commission)
• Not hourly or salaried
• Discussed during the interview process

Next Steps

Qualified applicants will be contacted for a brief 15-minute overview to go over this opportunity in more detail.

Contact:
Sandra Strong
419-516-2351 message "INFO" for quicker appointment

Job Types: Full-time, Part-time, Contract

Pay: $500.00 - $5,000.00 per month

Benefits:

• Flexible schedule
• Work from home

Application Question(s):

• This role is commission-based, not hourly or salaried. Are you comfortable with this structure?

License/Certification:

• Life Insurance License (Preferred)

Work Location: Hybrid remote in Richardson, TX