Financial Services Representative

Bartlett Financials; North Carolina; Remote; USD 20,000 - 50,000; Full time

Job summary

Join a leading financial services company and unlock your potential while helping others achieve their financial goals. We offer comprehensive training and flexible work options, allowing you to thrive in a rewarding environment. This entry-level role emphasizes the importance of ethical practices and customer interactions, with opportunities for substantial earnings based on performance.

Benefits

Competitive Commission Income

Work Flexibility

Training and Development Opportunities

Bonuses for Success

Qualifications

• Must be 18 years or older and a U.S. resident or citizen.
• Willingness to complete licensing requirements within 60 days.
• High integrity required in a client-centric industry.

Responsibilities

• Provide exceptional customer service to build meaningful client relationships.
• Assist in marketing efforts to grow the business.
• Educate clients on financial strategies that align with their goals.

Skills

Accountability

Customer Service

Motivation

Financial Knowledge

Ethical Values

Education

High school diploma or equivalent

Job description

6 days ago Be among the first 25 applicants

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Join a High-Income Financial Services Industry and Unlock Your Potential!

Are you ready to take charge of your future and build a career that not only provides financial freedom but also empowers you to learn, grow, and help others achieve their financial goals? If you’re passionate about learning how money works, mastering strategies used by the wealthy, and creating long-term wealth, this opportunity is for you.

What We’re Looking For:

We’re seeking a driven, motivated, and success-oriented individual who is eager to learn about the financial services industry and build a lasting asset through their time and efforts. Do you:

• Possess strong ethical values, intentionality, and accountability?
• Have the confidence and drive to invest in your future and expand your financial IQ?
• Want to learn and get licensed to offer financial solutions to individuals, families, and businesses?

If you said “Yes!” – we want to hear from you!

Why Financial Services?

Unlike traditional 9-to-5 jobs, the financial services industry offers multiple streams of income and endless growth potential. Here’s what you can expect:

• Commission Income with No Ceiling – Earn based on performance. One client could bring you anywhere from $2,500 to $20,000+ in compensation.
• Residual Income – Get paid for your hard work year after year.
• Passive Income – Earn from a growing clientele.
• Bonuses, Paid Travel, and More – Enjoy rewards for your success!
• Work Flexibility: Work remotely from anywhere – whether at home, in the office, or on the go with just a computer and smartphone.
• Choose Your Focus: Pick the area that excites you and tailor your schedule to fit your lifestyle.
• High-Income Potential: No limit on earnings with the right training and mindset.
• Rapid Career Advancement: Start as an associate with fast-track potential for management and increased earnings.
• No Prior Experience Required: We’ll teach you everything you need to know – financial strategies, licensing, and more.
• Build Your Own Financial Knowledge: Learn about the same strategies that will help you secure your future while helping others do the same.

Base Qualifications:

• 18 years or older
• U.S. Resident, Citizen, or Work Permit holder with a valid SSN
• Willingness and ability to complete licensing requirements within 60 days
• High integrity and accountability (essential in this regulated and client-centric industry)

Key Responsibilities:

• Provide exceptional customer service and build meaningful relationships with clients.
• Assist in marketing efforts and strategies to grow the business.
• Educate clients on financial protection, investment, and preservation strategies that align with their goals.

Preferred Qualities:

• Highly accountable and ethical: Follow through on commitments.
• Independent and self-motivated with a passion for learning.
• Excellent at task completion and follow-up.
• Eager to be professionally trained and develop industry expertise.

Employment Type:

• Full-time or Part-time opportunities available.

Compensation:

• First-year potential income: $20,000 - $50,000+ (performance-based, 1099).
• Unlimited earning potential – the harder you work, the more you can earn!

The Environment:

We offer an incredible training program and a supportive team environment. You’ll gain the knowledge and skills to guide individuals, families, and businesses with short- and long-term financial strategies, including retirement planning, insurance, and investments. Whether you’re looking for full-time or part-time work, we can work around your schedule. No experience? No problem! We’re looking for business-minded individuals who are ready to invest their time in learning, growing, and making a difference in people’s lives.

Ready to get started? Apply now and take the first step toward a rewarding career in financial services!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

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