Financial Services Rep. (Entrepreneurial Remote)

Job Type: Independent Contractor (1099)
Schedule: Flexible (Part-Time or Full-Time)
Location: Remote (U.S. Only)

Overview

We are expanding and seeking motivated individuals interested in a financial services career with entrepreneurial potential. This role focuses on helping individuals and families better understand their financial options and build personalized plans.

No prior experience is required. We provide structured training and mentorship to help you get started and grow.

Key Responsibilities

Learn and apply financial concepts through training
Assist in gathering client financial information
Support the development of basic financial plans
Educate clients on areas such as:
Retirement planning
Wealth accumulation
Risk management (insurance)
Participate in team meetings and training sessions
Help with outreach and client engagement efforts

What We Offer

Flexible work schedule
Remote/work-from-home opportunity
Structured training program
Mentorship and ongoing support
Opportunity for professional growth
Performance-based compensation

Compensation

Commission-based (1099 independent contractor)
No guaranteed hourly wage or salary
Earnings depend on individual performance

Minimum Requirements

Must be 18 years or older
Authorized to work in the United States
Able to pass a background check
Access to a computer and reliable internet
Willingness to obtain required state licenses (training provided)

Preferred Skills (Not Required)

Communication and interpersonal skills
Self-motivated and organized
Interest in finance or helping others
Customer service or sales experience is a plus

Additional Information

This is an entry-level opportunity with training provided. Ideal for individuals seeking flexible income, skill development, and long-term career growth in financial services.