Financial Services Specialist Ohio

All Financial Freedom; United States; Remote; USD 52,000 - 72,000; Full time

Benefits offered by this job

Performance-based compensation

Remote work with flexible scheduling

Licensing assistance

Structured onboarding

Clear advancement opportunities

Job summary

A growing financial services organization is seeking a Financial Services Specialist to provide structured financial education through virtual engagement. The role emphasizes professionalism and relationship building while offering comprehensive training and support for required licensing. Candidates should possess strong communication skills and the ability to work independently in a remote setting. This position provides a performance-based compensation structure and clear opportunities for career advancement.

Qualifications

• Preferred Bachelor's degree or equivalent professional experience.
• Strong communication skills and a professional presence are a must.
• Ability to work independently in a remote environment.
• Willingness to obtain required state licensing with provided training.
• Successful completion of a background check.

Responsibilities

• Deliver structured financial education through virtual meetings.
• Explain financial concepts related to protection, accumulation, and planning.
• Support individuals through a needs-based process.
• Maintain documentation and comply with standards.
• Participate in ongoing training and development.

Skills

Strong communication skills

Professional presence

Ability to work independently

Education

Bachelor's degree or equivalent experience

Job description

We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth.

Position Overview

This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

• Deliver structured financial education through virtual meetings
• Explain financial concepts related to protection, accumulation, and long-term planning
• Support individuals through a standardized, needs-based process
• Maintain accurate documentation and adhere to compliance standards
• Participate in ongoing training and professional development

Required Qualifications

• Bachelor's degree preferred or equivalent professional experience
• Strong communication skills and professional presence
• Ability to work independently in a remote environment
• Willingness to obtain required state licensing (training provided)
• Successful completion of a background check

Compensation & Benefits

• Performance-based compensation structure
• Remote work with flexible scheduling
• Licensing assistance and structured onboarding
• Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.