Entry Level Accountant Financial Services - Work from home

Rowland Investisure; Houston (TX); Remote; USD 80,000 - 100,000; Full time

Job summary

A leading financial services company is seeking an Entry Level Accountant to work from home. This commission-based role focuses on helping individuals with their financial planning options, offering flexibility and comprehensive training. Candidates should possess strong customer service skills and a willingness to grow professionally.

Benefits

Comprehensive training provided

Flexible work hours

Incentives like global trips and annual team events

Qualifications

• Strong customer service and interpersonal skills.
• Willingness to obtain Life & Health license within 30 days.
• Self-motivated and capable of collaborating with diverse groups.

Responsibilities

• Educate individuals about financial planning options.
• Assist with retirement plan rollovers, investments, and life insurance.
• Provide exceptional customer care without outbound prospecting.

Skills

Customer service

Sales

Marketing

Accounting

Leadership

Job description

Entry Level Accountant Financial Services - Work from home

Join to apply for the Entry Level Accountant Financial Services - Work from home role at Rowland Investisure.

Job Opportunity

We are currently seeking candidates to join our esteemed financial services company. This role is available on both a part-time and full-time basis, focusing on delivering exceptional customer care with an emphasis on tax options and business owner solutions. While the position is in the financial industry, it primarily involves engaging with and assisting individuals. We prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely via Zoom, with the option of working from a nearby branch location. Please note, this is not a call center or sales role, as customers are provided, eliminating outbound prospecting. Candidates must be willing to obtain their Life & Health license within the first 30 days. ***THIS IS A COMMISSION-BASED POSITION, NOT HOURLY. YOU MUST PROVIDE YOUR OWN EQUIPMENT.***

Successful candidates will be self-motivated, capable of collaborating with diverse groups, and exhibit strong team-building skills. They should thrive in overcoming challenges and demonstrate a commitment to personal and professional growth.

Prior experience in the financial industry is not mandatory; we value social and interpersonal skills highly. We offer comprehensive training to prepare new associates for their responsibilities.

About Our Industry

The financial services industry has recently been recognized as the #1 growing career by the U.S. Department of Labor. At Rowland Investisure, our mission is to service and protect the assets of 100 million families by 2030. As the fastest-growing wealth management company in the US, we aim to innovate beyond traditional financial industry approaches, guaranteeing success for our clients and helping them achieve their financial goals through a sector-led strategy.

Our Fulfillment Formula guides our agents toward success in Faith, Family, Finance, Fitness, and Fun, with incentives like global trips and annual team events. We also provide in-house training 2-3 times weekly at no cost to enhance your skills and financial literacy.

Responsibilities

This role involves helping and educating individuals about their financial planning options, including retirement plan rollovers, investments, life insurance, annuities, college plans, and more. The position's remote nature offers flexibility in location and hours. Many Americans lack guidance in these areas, presenting an opportunity to make a significant impact.

Desirable Experience

• Customer service
• Sales
• Marketing
• Accounting
• Leadership or entrepreneurial roles

Employment Type and Compensation

1099 independent contractor / Commission-based, with a minimum earning potential of $10,000/month.

We are an equal opportunity employer!