Financial Representative; Hybrid

Overview

This is a part-time hybrid role for a Financial Representative located in Las Vegas, NV, with opportunities for remote work.

• Conducts client appointments and asks for commitments
• Analyzes financial situations and identifies gaps
• Presents clear, simple solutions.g. no financial mumbo jumbo
• Handles objections professionally and confidently
• Closes business the same day when it makes sense
• Follows up, services clients, and builds long-term relationships
• Develops referrals and, if desired, recruits and trains others

You don’t need a finance degree. What you do need is:

• Coachability
• Strong work ethic
• Willingness to learn how to close
• Emotional toughness
• Ability to ask direct questions
• Respect for your own time

This is performance-based.

No ceilings. No quotas from a boss. No begging for raises.

You get paid when you:

• Help people
• Close business
• Build production
• Develop leaders (optional but powerful)

• Proficiency in Financial Planning and Finance
• Experience with Insurance and Investments
• Knowledge of Retirement Planning strategies
• Strong analytical and problem-solving skills within financial contexts
• Excellent communication and interpersonal abilities to interact with clients
• Relevant certifications or licenses in finance or related fields are a plus
• Bachelor s degree in Finance, Economics, or a related field is preferred