Entry Level Financial Services

🎉 About the Company:

Taking control of your financial future can feel overwhelming. Many people don't even know where to start, especially since financial education isn't always taught in schools. We aim to empower you to make smart financial choices through education and connect you with the right financial solutions—term life insurance, investments, auto & home insurance, and more—to help you reach your financial goals.

🚀 The Role:

This part-time, fully remote Entry Level Financial Services Representative position is perfect for those seeking a flexible, at-home career. You'll educate potential clients about financial products, helping them select policies that fit their needs. Responsibilities include processing applications, collecting premiums, and maintaining accurate customer records. Excellent communication and customer service are key.

🎯 What You'll Do:

• Educate clients on various financial products.
• Assist clients in choosing suitable policies.
• Process applications and collect premiums.
• Maintain organized customer records.
• Provide exceptional customer service.

💪 What We're Looking For:

• Essential Skills: Excellent customer service, entrepreneurial mindset, strong communication.
• Experience: No prior experience needed—we provide comprehensive training!
• Requirements: Must be 18+, pass a background check (no felonies), be self-disciplined, accountable, trustworthy, honest, and authorized to work in the US.
• Nice-to-Have: Leadership and decision-making skills, ability to drive growth.
• Technical Requirements: Reliable internet/Wi-Fi access.

🎁 Benefits & Perks:

• Training bonus program
• Company-paid state and federal licenses
• Flexible part-time or full-time options
• Uncapped commission potential
• Stock opportunities