Remote Financial Services Rep — Paid Licensing & Training

Soteria Reinsurance Ltd.; South Carolina; Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid training

Licensing sponsorship (SIE, Series 7,

Job summary

Fidelity Investments seeks a Financial Services Representative in Hilton Head, SC to support customers by phone, assist with balances, withdrawals, transfers and trades while working from home with one day per week in the Investor Center. After onboarding, role becomes fully on-site in Investor Center with optional remote support as needed.

You will receive paid training and licensing sponsorship (SIE, Series 7, Series 66) to build foundational skills for a career in financial planning and

Qualifications

• Experience in customer service (phone or in-person).
• Ability to thrive in a fast-paced client-facing environment.
• Eagerness to learn and build a career in financial services.
• Strong interpersonal skills and attention to detail.
• Coachability, collaboration, and curiosity drive success.

Responsibilities

• Support Fidelity customers over the phone, answering questions and processing requests.
• Assist with account balances, withdrawals, transfers, and resources.
• Place trades and navigate licensing onboarding with sponsor support.
• Work from home with one day per week in the Investor Center during onboarding.

Skills

Customer service

Flexibility

Self-motivation

Interpersonal skills

Attention to detail

Multitasking

Job description

Fidelity Investments seeks a Financial Services Representative in Hilton Head, SC to support customers by phone, assist with balances, withdrawals, transfers and trades while working from home with one day per week in the Investor Center. After onboarding, role becomes fully on-site in Investor Center with optional remote support as needed.

You will receive paid training and licensing sponsorship (SIE, Series 7, Series 66) to build foundational skills for a career in financial planning and