Financial Representative Intern

TechMind RPO Pvt. Ltd.; Fort Lauderdale (FL); On-site; USD 30,000 - 80,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Life insurance

Vision insurance

Flexible schedule

Professional development assistance

Referral program

Retirement plan

Financial planning services

Job summary

TechMind RPO Pvt. Ltd. in Fort Lauderdale, FL seeks driven, coachable individuals to join a national financial advisory team. This 1099 contract role offers commission-only earnings, mentorship, and growth opportunities in a supportive environment.

Leads are provided; no office expenses. You’ll build client relationships, educate on wealth planning, and use budgeting tools to guide retirement readiness. Preference for sales or customer service experience; bilingual a plus; high school diploma

Qualifications

• Experience in sales or customer service is preferred.
• Willingness to learn and apply training in a fast-paced environment.
• Full-time position is expected.

Responsibilities

• Help clients create long-term financial and retirement strategies.
• Present solutions tailored to client needs and build relationships.
• Educate clients on wealth accumulation and retirement options.
• Set appointments with prospective clients and maintain ongoing contact.

Skills

Positive attitude

Strong communication

Coachable

Self-motivated

Sales experience

Customer service experience

Education

High school diploma or equivalent

Tools

Proprietary budgeting software

Job description

Are you driven, coachable, and ready to build a meaningful career with unlimited income potential? Income, Impact, Independence; few careers offer all 3, we do.

We are a national financial advisory firm looking for motivated individuals to join our team and help others achieve financial freedom. Whether you’re experienced in sales or simply passionate about helping others, this opportunity offers professional growth, mentorship, and a supportive team environment.

Led by Managing Partner Joel Singer, our office is built on leadership, discipline, integrity, and service. Joel brings an extraordinary background to the financial industry.

If you’re looking to build a long-term career, not just earn a paycheck, and want the opportunity to grow under strong leadership while making a meaningful impact in people’s lives

What Makes Us Different:

• Our motto is "In business for yourself, not by yourself."
• Leads are provided to help support your business growth and client outreach
• No office expenses - we’re focused on developing business owners, not employees. That’s why we invest in your growth as you build and launch your business.
• Non-Captive Financial Firm - true ownership of clients with access to the best carriers/companies in the nation.
• Our model is designed to take someone with no financial experience or background and build them into an industry expert sought out for advice to achieve financial freedom.
• Comprehensive and engaging onboarding, mentorship, training, and career progression programs.

What You’ll Do:

• Help individuals and businesses create smart financial and retirement strategies designed for long-term growth, protection and preservation of capital.
• Present financial, insurance, and retirement planning solutions tailored to client needs while building lasting relationships.
• Utilize proprietary budgeting and financial planning software to guide clients toward financial success and retirement readiness.
• Educate clients on wealth accumulation, income protection, and retirement preparation options.
• Setting appointments with prospective clients.
• Maintain ongoing client communication, policy reviews, and continued financial support.

What We’re Looking For:

• Positive, energetic, and professional attitude
• Strong communication and people skills
• Coachable, self-motivated, and driven to grow personally and professionally
• Willingness to learn, get feedback, and apply training in a fast-paced environment
• Sales or customer service experience preferred
• Full‑time position

Preferred Qualifications:

• 215 license and/or investment licensing
• Degree in Psychology and/or Finance
• Bilingual or multilingual communication skills are a plus

Benefits:

• 401(k)
• Dental insurance
• Financial planning services
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Compensation Package:

• 1099 contract
• Commission only
• Commission pay

Education:

• High school or equivalent (Preferred)

Language:

• English (Preferred)

License/Certification:

• 215 Licenses/ Investment Licensed? (Preferred)

Location:

• Fort Lauderdale, FL. 33309