Entry Level Financial Services Representative (Flexible and Remote)

TFA; Indianapolis (IN); Hybrid; USD 80,000 - 150,000; Full time

Job summary

A leading company in financial services is looking for entry-level representatives to work flexibly or remotely, no prior experience necessary. Comprehensive training is provided, with a chance to develop financial analyses for clients and earn competitive compensation. Ideal for those seeking an additional income stream while working directly with A+ rated financial companies.

Qualifications

• Willingness to study for Life & Health Insurance License exam supported by the company.
• Must pass a background check and have a U.S. Social Security Number.
• Candidates must be at least 18 years old.

Responsibilities

• Develop Financial Needs Analysis (FNA) for clients.
• Assist clients in asset protection and financial planning.
• Engage in daily training for business skills.

Skills

Public Speaking

Customer Service

Banking

Accounting/Software

Job description

Entry Level Financial Services Representative (Flexible and Remote)

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The position is fully remote, ideal for stay-at-home career seekers or those looking to add another income stream. No prior experience is required, as we provide comprehensive training through the company.

Our office is rapidly expanding across the continental United States. We are seeking highly motivated, competent, and committed business partners to become licensed professionals and serve clients' needs.

Work Types

We offer three work options:

• Full Time
• Part Time
• Referral

*You do not have to quit your current job to join us in any of these options.*

Most new agents start as Referral or Part-time and transition to full-time while maintaining competitive compensation. You will work with A+ Rated financial companies nationwide. The best part? It’s 100% remote.

Experience

No prior financial experience is necessary; training is hands-on. However, skills in the following areas can help you advance more quickly:

• Public Speaking
• Customer Service
• Banking
• Accounting/Software

Opportunity Description

• Develop Financial Needs Analysis (FNA) for clients
• Assist families, individuals, and business owners in gaining financial advantages such as:
• Protect Assets/Funds
• Build and Leave a Legacy
• Index Strategies
• Debt Management Services
• Estate Planning with our legal team
• Various Life Insurance options
• Different Types of Annuities
• Final Expense Planning

Work Schedule

• Part Time: 10-20 hours per week, flexible based on the individual
• Leads - Warm & Cold Market; no need to purchase leads
• Remote work via Zoom
• Assigned a Field Trainer for guidance in prospecting and client engagement
• Daily training sessions to develop your business skills

Mandatory Qualifications

• If you do not have a Life & Health Insurance License, you must be willing to study and pass the exam in your state. Assistance is provided.
• Pass a background check (no felonies)
• Must have or obtain a U.S. Social Security Number
• Reside in the U.S., Puerto Rico, or Canada during initial process
• Be at least 18 years old (Federal requirement)

Employment Type

• Part-time or Full-time

Seniority level

• Entry level

Job function

• Finance and Sales

Industries

• Financial Services

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Indianapolis, IN $80,000.00-$150,000.00 2 days ago