Entry-Level Financial Services Representative

Job Description

Job Description

About Us

The Munger Agency is a fast-growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote-first, growth-driven, and dedicated to mentorship and professional development.

Job Summary

We are looking for self-motivated, coachable individuals who are ready to launch a long-term career in financial services. In this role, you’ll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required—we provide complete training and support to help you succeed from day one.

Key Responsibilities

Communicate with prospective clients who have requested information

Understand individual needs and provide tailored recommendations

Manage your schedule, client follow-ups, and personal goals independently

Work within a team-focused environment that values learning and collaboration

Participate in regular training and mentorship to improve performance

What We Offer

Work-from-home flexibility with full-time or part-time options

Complete training and hands-on mentorship

A supportive and growth-oriented team culture

Clear path to advancement and leadership opportunities

Requirements

What You Need

Strong communication skills and a desire to help others

Self-discipline and a high level of personal responsibility

Willingness to learn and adapt in a fast-paced environment

Comfortable working independently and remotely

Must be 18 or older and authorized to work in the U.S.