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.