Entry Financial Services Professional

Finera; Philadelphia (Philadelphia County); Remote; USD 60,000 - 100,000; Full time

Job summary

A leading financial services company is seeking a Managing Director to work remotely with a flexible schedule. This role is perfect for individuals looking to transition into financial services, offering comprehensive training and mentorship. Responsibilities include assisting clients with wealth building and financial planning. Ideal candidates will possess skills in customer service, public speaking, and leadership.

Qualifications

• Must be 18 or older and reside in the U.S., Puerto Rico, or Canada.
• Willing to obtain a Life & Health insurance license.

Responsibilities

• Become licensed financial professional working directly with clients.
• Assist clients in protecting income and building wealth.
• Engage in asset & wealth protection and retirement planning.

Skills

Customer Service

Public Speaking

Coaching

Leadership

Management

Job description

Job Title: Managing Director at Finera | Financial Services & Talent Acquisition

Overview:

Remote Opportunity – Flexible Schedule – No Experience Required

We are expanding nationwide and seeking ambitious, driven individuals eager to build a career from home. This opportunity is ideal for stay-at-home parents, professionals seeking a lucrative side hustle, or those interested in transitioning into financial services. No prior experience needed; comprehensive training and mentorship are provided.

Responsibilities:

• Become licensed financial professional working directly with clients
• Assist clients in protecting income, building wealth, and planning for the future
• Engage in asset & wealth protection, retirement planning, life insurance, and other financial strategies

Work Options:

• Full-Time: Immediate start, team growth, client development
• Part-Time: Practice growth alongside other income sources
• Referral Partner: Utilize your network to refer clients

Who We Seek:

• Customer Service, Public Speaking, Coaching, Leadership & Management professionals
• Industry professionals and those with a positive, supportive attitude
• Individuals comfortable with remote work via Zoom
• No lead purchasing, door knocking, or cold calling required
• Mentorship and ongoing training provided
• Flexible schedule (10–20 hours/week to start)

Requirements:

• Must be 18 or older
• Reside in the U.S., Puerto Rico, or Canada
• Willing to obtain a Life & Health insurance license (assistance available)
• Pass a background check (no felonies)
• Have or be eligible for a valid U.S. Social Security Number