Mac Tools Franchise Owner – Financial Qualification Required

Mac Tools; Mount Sterling (OH); Remote; USD 15,000 - 21,000; Full time

Job summary

Morley is seeking a Remote - Financial Services Representative to work with individuals, families, and business owners. The role emphasizes client education, professional communication, and long-term relationship building, with access to structured training, coaching, and licensing support.

The position offers flexible scheduling, remote work arrangements, and opportunities for continued professional growth within a collaborative environment.

Qualifications

• No previous financial services experience is necessary, but it always welcom.
• Applicants with prior financial advising experience are welcomed.
• Applicants with experience in hospitality, customer service, education, administration, business, sales, management, or other relationship-focused professions are encouraged to apply.
• Candidates will have access to educational resources, coaching, and assistance with applicable licensing requirements.
• Scheduling flexibility and remote work arrangements are available based on the positions responsibilities and business needs.
• Open to coaching, feedback, and learning new skills.

Responsibilities

• Communicate with prospective and existing clients to identify their financial priorities and objectives.
• Explain financial concepts and available products in a clear, accurate, and understandable manner.
• Help clients review financial services and product options based on their needs and eligibility.
• Participate in scheduled training, professional education, and coaching.
• Follow organizational policies, industry guidelines, and applicable regulatory standards.
• A collaborative environment emphasizing professionalism, education, and client service.

Job description

Remote - Financial Services Representative - Training Provided

Are you interested in a career that allows you to work directly with people, strengthen your professional abilities, and gain experience in the financial services industry?
Whether youre entering the workforce, considering a career change, or applying skills developed in another profession, this position offers access to training, mentorship, and opportunities for continued professional growth.

No previous financial services experience is necessary, but it always welcom.

In this position, you will communicate with individuals, families, and business owners to better understand their financial goals and provide information about financial products and services that may address their needs.

Candidates will have access to educational resources, coaching, and assistance with applicable licensing requirements. Scheduling flexibility and remote work arrangements are available based on the positions responsibilities and business needs.

Communicate with prospective and existing clients to identify their financial priorities and objectives
Explain financial concepts and available products in a clear, accurate, and understandable manner
Help clients review financial services and product options based on their needs and eligibility
Participate in scheduled training, professional education, and coaching
Follow organizational policies, industry guidelines, and applicable regulatory standards
Full-time and part-time opportunities
Flexible scheduling arrangements based on position requirements
Remote work opportunities for eligible positions
Structured financial services training and education
Access to experienced mentors and ongoing coaching
Assistance navigating applicable licensing requirements
Opportunities to pursue additional responsibilities and leadership roles based on qualifications and performance
A collaborative environment emphasizing professionalism, education, and client service
Open to coaching, feedback, and learning new skills
Interested in developing knowledge of financial products and services
Willing to complete necessary training and licensing requirements
Able to satisfy applicable regulatory and licensing standards
Applicants with prior financial advising experience are welcomed.
Applicants with experience in hospitality, customer service, education, administration, business, sales, management, or other relationship-focused professions are encouraged to apply.

We are a financial services organization that works with individuals, families, and business owners to help them better understand financial products, services, and available planning options.
Our approach focuses on client education, professional communication, and developing long-term relationships. We provide access to training, mentorship, and educational resources to help team members build industry knowledge and develop their professional capabilities.

This conversation will provide additional information about job responsibilities, training, licensing requirements, scheduling expectations, work arrangements, and compensation.

All employment-related decisions are made in accordance with applicable federal, state, and local laws.
Flexible scheduling options
Remote work opportunities, where applicable
Professional training and continuing education
Mentorship and coaching

Application Question(s):
Are you available to participate in a brief 15-minute introductory conversation regarding the position and application process?
Are you willing to complete the applicable financial services licensing requirements with available training and support?

Location

Remote

Salary

This position starts at $13 per hour.

Benefits

• Medical and prescription coverage
• Dental and vision insurance
• Paid time off
• Associate wellness program with rewards for annual checkups
• Programs to quit tobacco use and manage chronic conditions (e.g., diabetes, asthma)
• 401(k) with match
• Flexible spending account (FSA)
• Life insurance
• Company-paid short- and long-term disability insurance
• 24/7 online access to doctors through Teladoc
• 24/7 nurse help desk
• Patient advocacy with free 24/7 support for benefit questions and claims
• Guidance for family, financial and estate planning (including wills)

Company Culture and Inclusion

We are an Equal Opportunity Employer and promote a caring and respectful work environment. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.
As part of this commitment, we provide reasonable accommodations for those with disabilities. If you need reasonable accommodation to participate in the application or interview process, please contact .

Thank you for your interest in Morley.