Financial Services Representative

Synergy Leadership Development; United States; Remote; USD 40,000 - 50,000; Full time

Job summary

A leading financial firm is seeking a Financial Services Representative for a remote contract role. This entry-level position offers flexible scheduling and comprehensive training. Responsibilities include providing financial guidance, managing budgets, and assisting clients with insurance needs. Ideal for those looking to grow their business independently with full support.

Benefits

One-on-one Mentorship from Industry Professionals

Ongoing Weekly Support

24/7 Assistance

Comprehensive Training Provided

Flexible Schedule

Qualifications

• Expertise in Finance and Financial Services.
• Ability to work independently and remotely.

Responsibilities

• Provide financial literacy and manage budgets.
• Assist clients with insurance needs and ensure excellent customer service.

Skills

Analytical Skills

Problem-Solving

Communication

Interpersonal Skills

Education

Life Insurance License

Job description

Synergy Leadership Development United States

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We’re a leading financial firm with 700+ licensed agents nationwide. Our model lets you be your own boss — no quotas, no core hours, no cold calling. With full training, support, and zero mandates, we give you the tools to grow your business on your terms.

Role Description

This is a contract remote role for a Financial Services Representative. The Financial Services Representative will be responsible for providing financial literacy, managing budgets, assisting clients with insurance needs, and ensuring excellent customer service. Daily tasks include meeting with clients to evaluate their financial goals, providing tailored financial guidance, presenting suitable solutions, and addressing questions related to financial products.

• One-on-one Mentorship from Industry Professionals
• Ongoing Weekly Support and Business Development Sessions
• 24/7 Assistance to Help You Succeed
• Comprehensive Training Provided — No Experience Needed
• Flexible, Choose-Your-Own Schedule

Qualifications

• Expertise in Finance and Financial Services
• Experience with Insurance aspects
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and remotely
• Life Insurance License (preferred but not required) — training and licensing assistance provided

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance and Sales