Entry-Level Financial Services Representative

We specialize in tax-free cash accumulation and wealth-preservation strategies for individuals, families, and businesses. By taking an educational approach, we empower clients with fundamental financial concepts that enable smarter decisions for their future.

Role Overview

As an Entry-Level Financial Services Representative, you’ll work remotely—full-time or part-time—to support clients in achieving their financial goals. You’ll provide investment advice, recommend insurance solutions, and deliver outstanding customer service on a day-to-day basis.

What We Offer

Full, in-depth training and one-on-one mentorship

Flexible scheduling to fit your lifestyle

Exciting remote environment

Unlimited growth potential in a 1099 production-based / commission-only structure

Requirements

Minimum age : 18 years

Legal U.S. resident, citizen, or work permit holder with SSN

Willingness to complete licensing requirements within 30 days

High level of integrity and accountability in a client-facing, regulated industry