Financial Services Representative (Part-Time / Full-Time)
Opportunity Overview
We are seeking motivated, coachable individuals who are interested in learning the financial services industry and helping families protect their financial futures. This opportunity offers flexible scheduling, professional development, and the ability to build an independent business while making a meaningful impact in people's lives.
No prior experience in financial services is required. Training, mentorship, and licensing support are provided.
Responsibilities
Meet with individuals and families to identify financial protection needs
Educate clients on life insurance, retirement, and wealth-building strategies
Assist clients in evaluating suitable financial solutions based on their goals
Participate in training, mentorship, and professional development programs
Build and maintain relationships within your network and community
Develop leadership and business-building skills
Help expand a team through referrals and mentorship opportunities, if desired
What We Offer
Flexible part-time and full-time schedules
Comprehensive training and ongoing mentorship
Licensing assistance and support
Personal growth and leadership development
Access to industry-leading financial products and resources
Performance-based compensation
Opportunity for advancement based on individual effort and results
Supportive team environment and culture
Ideal Candidate
Positive attitude and strong work ethic
Self-motivated and goal-oriented
Strong communication and people skills
Coachable and willing to learn
Passion for helping others
Entrepreneurial mindset preferred but not required
Qualifications
Must be at least 18 years old
Ability to pass any required licensing and background screening requirements
Legally authorized to work in the United States
Reliable internet access and transportation for appointments (virtual and in-person opportunities available)
Compensation
Compensation is performance-based and may include commissions, bonuses, incentives, and other forms of compensation depending on production and qualifications. Earning potential is uncapped, with no quotas, and compensation will vary based on individual effort, performance, and business activity.
Additional Information
This is an independent contractor opportunity and not a salaried or hourly employment position. Individuals have the flexibility to work part-time or full-time and determine their level of participation.
Insurance Agent • Monrovia, CA, US
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