Entry-Level Financial Services Representative

Peoria, United States | Posted on 05/12/2025

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.

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.

• 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

• 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

• 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.