Financial Services Professional

Finera; Philadelphia (Philadelphia County); Remote; USD 40,000 - 70,000; Full time

Job summary

A leading financial services company is seeking motivated individuals to join as Financial Services Professionals. This remote opportunity allows you to work with clients on wealth protection and income planning, supported by comprehensive training and mentorship. Ideal candidates will possess strong customer service skills and a positive attitude, with flexible work options available.

Qualifications

• 3+ years of sales, finance, or leadership experience.
• Willing to obtain a Life & Health insurance license.
• Must be 18 or older and reside in the U.S., Puerto Rico, or Canada.

Responsibilities

• Work directly with clients to help them protect income and build wealth.
• Participate in ongoing training to launch and scale your business.
• Utilize remote work capabilities via Zoom.

Skills

Customer Service Skills

Public Speaking

Coaching Background

Leadership Experience

Management Experience

Positive Attitude

Job description

Job Description for Financial Services Professional

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Requirements:

• 3+ years of sales, finance, or leadership experience

We’re expanding nationally and seeking ambitious, driven individuals eager to grow a career from home. Whether you're a stay-at-home parent, a professional seeking a lucrative side hustle, or someone interested in transitioning into the financial services industry, this role offers great potential.

About the Role:

Join our rapidly growing team across the U.S. as a licensed financial professional. You will work directly with clients to help them protect income, build wealth, and plan for their future. No prior experience is necessary; our proven training and mentorship programs will support you throughout.

Services We Offer:

• Asset & Wealth Protection
• Retirement Planning (401k/IRA rollovers)
• Indexed Strategies
• Life Insurance & Annuities
• Child Head-Start Planning
• Business Owner Solutions
• Long-Term Care

Work Options:

• Full-Time: Start immediately, grow your team and clientele.
• Part-Time: Practice part-time while maintaining another income.
• Referral Partner: Use your network to refer clients without direct involvement.

We collaborate with top-rated financial companies nationwide, offering flexible, remote work options.

Ideal Candidates:

• Customer Service Skills
• Public Speaking & Coaching Backgrounds
• Leadership & Management Experience
• Industry Professionals
• Remote work capability via Zoom
• Positive and supportive attitude
• No cold calling, door knocking, or lead purchasing required
• One-on-one mentorship with a Field Trainer
• Ongoing training to launch and scale your business
• Flexible schedule (starting with 10–20 hours/week)

Licensing & Requirements:

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