Financial Services Representative

Wisepath Group; Lake Havasu City (AZ); Remote; USD 52,000 - 75,000; Full time

Benefits offered by this job

Training program

Licensing support

Mentorship

Professional development

Job summary

Qualifications

• Excellent communication and listening skills essential for client interaction.
• Ability to establish trust and build long-term relationships remotely.
• Willingness to obtain and maintain required licenses and registrations.
• Proactive prospecting, networking, and client development mindset.

Responsibilities

• Complete training program and obtain applicable licenses.
• Build and maintain client relationships through networking and referrals.
• Meet with clients to assess goals, protection needs, cash flow, and retirement objectives.
• Use planning tools to evaluate needs and develop recommendations.
• Educate clients about life insurance, disability income protection, and retirement options.
• Maintain accurate records while complying with regulatory requirements.
• Provide ongoing support and adjust strategies as client needs evolve.
• Participate in continuing education and mentorship activities.

Skills

Communication

Interpersonal

Self-motivated

Remote work

Networking

Client relationships

Education

Bachelor's degree or equivalent

Job description

Financial Services Representative

Work Arrangement: Fully Remote
Employment Type: W-2 Employee

About the Opportunity

We are looking for motivated individuals to join an established financial services practice as Financial Representatives. This fully remote opportunity provides comprehensive training, hands-on mentorship, administrative resources, and ongoing professional development to help you build a successful career in financial services.

The role focuses on helping individuals and families protect their financial future, manage their finances, and plan for long-term financial goals, including retirement.

Previous financial services experience is not required. Candidates from diverse professional backgrounds are encouraged to apply.

Position Overview

As a Financial Representative, you will help clients understand their financial needs and explore solutions that align with their personal and long-term goals.

You will participate in a structured training program, work closely with experienced mentors, and develop the skills needed to establish and maintain strong client relationships.

This position is ideal for self-motivated individuals who enjoy working with people, building professional networks, and providing personalized financial guidance.

Key Responsibilities

• Complete the required training program and obtain applicable professional licenses and registrations.
• Build and maintain client relationships through networking, referrals, community involvement, and professional connections.
• Meet with clients to assess their financial goals, protection needs, cash flow, and retirement objectives.
• Utilize financial planning and modeling tools to evaluate client needs and develop appropriate recommendations.
• Educate clients about life insurance, disability income protection, and retirement planning options within the scope of applicable licenses.
• Maintain accurate client information and documentation while following regulatory and compliance requirements.
• Provide ongoing support to clients and help them adjust their financial strategies as their needs evolve.
• Participate in continuing education, professional development, and mentorship activities.

Required Qualifications

• Strong communication, interpersonal, and active listening skills.
• Ability to establish trust and develop long-term professional relationships.
• Self-motivated, organized, and comfortable working independently in a remote environment.
• Willingness to engage in prospecting, networking, and client relationship development.
• Professionalism, integrity, and a client-focused approach.
• Ability and willingness to obtain and maintain the necessary licenses and registrations.
• Ability to meet applicable background screening and regulatory requirements.

Preferred Qualifications

• Previous experience in sales, education, customer service, operations, management, or other relationship-focused roles.
• Bachelor's degree or equivalent relevant professional experience.
• Interest in financial planning, insurance, retirement strategies, or personal finance.
• Experience managing client relationships or working in a goal-oriented environment.

Training and Career Development

The practice provides resources and professional support to help individuals develop their skills and grow within the financial services industry.

These include:

• Sponsored training and licensing support for required Life and Health licenses and applicable securities registrations.
• Comprehensive onboarding and structured professional training.
• One-on-one mentorship from experienced financial professionals.
• Access to administrative resources and marketing support.
• Continuing education and opportunities for professional growth.

Equal Employment Opportunity

All qualified applicants will be considered without discrimination based on race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. Reasonable accommodations are available throughout the recruitment and selection process.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.