Financial Services Representative

Wisepath Financial Group; Scottsbluff (NE); Remote; USD 42,000 - 62,000; Full time

Job summary

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal abilities and genuine interest in helping clients achieve financial goals.
• Ability to work independently in a remote setting.
• Confidence in initiating conversations, networking, and building professional relationships.
• Strong organizational skills, attention to detail, and follow-through.

Responsibilities

• Participate in training and complete licensing and registration requirements.
• Identify and connect with prospective clients through referrals, networking, associations, and community outreach.
• Conduct client consultations to understand financial objectives, current coverage, cash flow, and future planning needs.
• Use financial planning tools to evaluate client circumstances and identify suitable recommendations.
• Explain available financial protection and retirement planning solutions within licensing guidelines.
• Develop and maintain long-term client relationships through regular communication and ongoing support.
• Maintain organized client records complying with regulations and internal procedures.
• Collaborate with mentors to strengthen product knowledge and client service.
• Stay informed about industry developments through ongoing training and education.

Education

Bachelor's degree or equivalent

Job description

About The Opportunity

We are seeking enthusiastic and career-driven individuals to join a growing financial services practice as Financial Services Representatives. This remote position offers an opportunity to develop valuable industry knowledge, establish meaningful client relationships, and build a long-term career in financial services.

Work Arrangement: Fully Remote

Employment Type: W-2 Employee

Key Responsibilities

• Participate in comprehensive training and complete the licensing and registration requirements necessary for the position.
• Identify and connect with prospective clients through referrals, networking activities, professional associations, and community outreach.
• Conduct client consultations to better understand financial objectives, existing coverage, cash flow, and future planning needs.
• Use financial planning tools and resources to evaluate client circumstances and identify suitable recommendations.
• Explain available financial protection and retirement planning solutions, including life insurance and disability income protection, within applicable licensing guidelines.
• Develop and maintain positive, long-term client relationships through regular communication and ongoing support.
• Maintain organized and accurate client records while adhering to applicable industry regulations and internal procedures.
• Collaborate with mentors and other professionals to strengthen product knowledge and improve client service.
• Stay informed about industry developments through ongoing training and professional education.

Required Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal abilities and a genuine interest in helping individuals achieve their financial goals.
• Ability to work independently, manage priorities, and maintain productivity in a remote setting.
• Confidence in initiating conversations, networking, and building professional relationships.
• Strong organizational skills, attention to detail, and consistent follow-through.
• High standards of professionalism, integrity, and ethical conduct.
• Willingness to complete required licensing programs and maintain applicable registrations.
• Ability to meet regulatory, licensing, and background verification requirements.

Preferred Qualifications

• Background in customer service, sales, education, business operations, management, or related fields.
• Bachelor's degree or equivalent combination of education and professional experience.
• Interest in personal finance, insurance products, financial protection, and retirement planning.
• Previous experience in client-facing positions or relationship management.
• Demonstrated initiative and ability to work toward professional development goals.

Training and Career Development

We are committed to supporting individuals as they develop the knowledge and skills needed for a career in financial services.

Professional Development Resources Include

• Structured onboarding and comprehensive industry training.
• Licensing preparation and sponsorship support for applicable Life and Health licenses and securities registrations.
• Personalized coaching and mentorship from experienced industry professionals.
• Access to administrative tools, operational resources, and marketing assistance.
• Continuing education and ongoing professional development.
• Opportunities to expand industry expertise and strengthen client relationship management skills.

Equal Employment Opportunity

We are committed to providing equal employment opportunities to all qualified applicants regardless of race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic.

Reasonable accommodations are available to qualified candidates throughout the application and hiring 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.