Remote - Financial Services Representative

• Communicate with prospective and existing clients to identify their financial priorities and objectives
• Explain financial concepts and available products in a clear, accurate, and understandable manner
• Help clients review financial services and product options based on their needs and eligibility
• Establish and maintain positive, professional client relationships
• Coordinate appointments, client conversations, and follow-up communications
• Maintain organized records of client interactions and related activities
• Participate in scheduled training, professional education, and coaching
• Complete required licensing procedures and continuing education, as applicable
• Follow organizational policies, industry guidelines, and applicable regulatory standards
• Manage individual responsibilities while maintaining communication with team members and leadership

• Full-time and part-time opportunities
• Flexible scheduling arrangements based on position requirements
• Remote work opportunities for eligible positions
• Structured financial services training and education
• Access to experienced mentors and ongoing coaching
• Assistance navigating applicable licensing requirements
• Continued professional education and skill development
• Opportunities to pursue additional responsibilities and leadership roles based on qualifications and performance
• A collaborative environment emphasizing professionalism, education, and client service

• Successful candidates should be:
  Reliable, organized, and professional
• Confident communicating with individuals from different backgrounds
• Capable of managing responsibilities and working independently
• Open to coaching, feedback, and learning new skills
• Interested in developing knowledge of financial products and services
• Comfortable scheduling appointments and maintaining client communication
• Willing to complete necessary training and licensing requirements
• Able to satisfy applicable regulatory and licensing standards

Applicants with prior financial advising experience are welcomed. Applicants with experience in hospitality, customer service, education, administration, business, sales, management, or other relationship-focused professions are encouraged to apply.

We are a financial services organization that works with individuals, families, and business owners to help them better understand financial products, services, and available planning options. Our approach focuses on client education, professional communication, and developing long-term relationships. We provide access to training, mentorship, and educational resources to help team members build industry knowledge and develop their professional capabilities.

Applicants whose qualifications meet the position's requirements may be contacted to schedule a brief introductory discussion. This conversation will provide additional information about job responsibilities, training, licensing requirements, scheduling expectations, work arrangements, and compensation. Applicants will also have an opportunity to ask questions and determine whether the position aligns with their professional interests and qualifications.

We are committed to equal employment opportunities and a professional, inclusive work environment. All employment-related decisions are made in accordance with applicable federal, state, and local laws.

• Flexible scheduling options
• Remote work opportunities, where applicable
• Professional training and continuing education
• Mentorship and coaching
• Licensing assistance, where available

• Are you available to participate in a brief 15-minute introductory conversation regarding the position and application process?
• Are you willing to complete the applicable financial services licensing requirements with available training and support?

Remote