Remote Financial Services Rep - Entry Level

Wisepath Group; Scottsbluff (NE); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Licensing sponsorship

Remote work

Career development support

Job summary

Wisepath Group is recruiting for a Financial Services Representative to work fully remotely in the United States. The role focuses on helping individuals understand financial needs, exploring protection options, and planning for long-term financial goals.

Training, licensing sponsorship, and mentorship will be provided to support career development. No prior financial services experience is required; candidates from diverse backgrounds who are motivated to learn and help others are encouraged to

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.

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.

Skills

Excellent verbal and written comms

Strong interpersonal abilities

Remote work independence

Networking and relationship building

Organizational skills

Professionalism and ethics

Licensing readiness

Regulatory and background compliance

Education

Bachelor's degree or equivalent

Job description

Wisepath Group is recruiting for a Financial Services Representative to work fully remotely in the United States. The role focuses on helping individuals understand financial needs, exploring protection options, and planning for long-term financial goals.

Training, licensing sponsorship, and mentorship will be provided to support career development. No prior financial services experience is required; candidates from diverse backgrounds who are motivated to learn and help others are encouraged to