Financial Representative

Austin and Associates Inc; Denver (CO); Remote; Part time

Benefits offered by this job

Flexible schedule

Commission-based earnings

Training paid for

Job summary

A financial solutions provider is seeking a Lifestyle Strategist and Financial Coach for a remote, part-time position. No experience is necessary, although customer service background is advantageous. The role involves assisting clients with financial education, and full training is provided. Successful candidates will have strong time-management skills and an entrepreneurial spirit. Income is commission-based, providing significant earnings potential while receiving full support from the company.

Qualifications

• Must be over the age of 18 with no felonies.
• Customer service experience is a plus but not mandatory.
• Entrepreneurial mindset and willingness to learn.

Responsibilities

• Assist clients with financial education and planning.
• Participate in training and mentoring to become certified.
• Build and maintain relationships with clients.

Skills

Self-motivated

Goal-oriented

Time-management

Coachable

Job description

Lifestyle Strategist and Financial Coach

Austin & Associates

We are a Financial Solutions Provider looking for high‑energy, self‑motivated, coachable, and goal‑oriented individuals. Positions are flexible and include remote, part‑time, full‑time, and the ability to begin training for Senior Broker Positions with support to run a new office location across the US. We strive to make a positive impact through financial education so that our clients can be in complete control of their finances.

Please NOTE the following key items about this part‑time position:

• No previous experience is required! Any Customer Service Experience, Customer Care, Account Management, Financial, Insurance, Sales, Consulting or Business Ownership experience is a plus but not mandatory.
• Mentoring and field training provided; agents will be certified before visiting clients.
• Must be over the age of 18 with no felonies.
• Benefits: Flexible schedule, no set quotas or sales minimums.
• Physical setting: 100% Remote.
• No base salary. This is a commission + bonus + residual income only position… significant income with our firm won’t be a problem.
• We seek entrepreneurial individuals willing to step out of their comfort zone to meet new people and clients. Great time‑management and goal‑setting skills are essential.
• We will provide the training and education necessary to succeed.

How are we different than other financial firms?

• We pay for your licensing and training while other firms may require you to accumulate your licenses independently.
• Opportunity for full ownership to run your own office when you become a licensed broker.
• We can start client investments as low as $25 a month, while other institutions require $100K.
• Licenses are 100% yours, transferable if you move on.
• We do not charge advisory fees; our mission is to build lifetime relationships with clients.

What are you responsible for upon starting with us?

Almost all licensing and study materials, as well as necessary tools to run the business, are covered or reimbursed. You will cover 15% of the cost of your first licensing class (example $70 of a $450 class) and be responsible for a background check. All other licensing and class costs will be covered or reimbursed.

Products and Services Include: Savings Plans, Debt Elimination, Emergency Funds, College Funds, Executive Bonus Plans, Retirement Funds, Insurance Products, Investments, 401(k) Rollovers, SEPs, Traditional IRA, Roth IRA, SOLO‑K, and Advanced Wealth Preservation Planning.

Seniority level

Entry level

Employment type

Part‑time

Job function

Sales and Business Development

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