Financial Services Specialist Texas

All Financial Freedom; United States; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Performance-based compensation

Flexible scheduling

Licensing assistance

Structured onboarding

Clear advancement opportunities

Job summary

A growing financial services organization in the United States is seeking a Financial Services Specialist to provide structured financial education through virtual engagement. This role is ideal for individuals who value accountability and long-term career growth, with no prior financial experience required. Comprehensive training and licensing support is available, along with a flexible remote work schedule. The position offers clear advancement opportunities based on performance.

Qualifications

• No prior financial services experience is required.
• Willingness to obtain required state licensing (training provided).
• Successful completion of a background check.
• Willingness to obtain required state licensing (training provided).
• Successful completion of a background check.

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.

Skills

Strong communication skills

Ability to work independently

Professional presence

Background check clearance

Education

Bachelor's degree preferred

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.