Remote Financial Services Representative

Advantage Financial Brokers; United States; Remote; USD 21.000 - 39.000; Teilzeit

Zusammenfassung

Advantage Financial Brokers seeks a Remote Financial Services Representative to support clients with financial, insurance, and investment needs. You will assess goals, explain products, assist with applications, and maintain accurate records in line with licensing requirements.

The role offers flexible scheduling, with part-time or full-time hours (about 10–30 per week) and remote work from anywhere in the United States, plus ongoing training and professional development to enhance client

Qualifikationen

• Demonstrated customer service skills in virtual environments (active listening, empathy, professional communication).
• Willingness to learn financial concepts and insurance products.
• Ability to work independently in a remote setting and manage multiple tasks.

Aufgaben

• Meet virtually with clients to understand financial goals and needs.
• Educate clients about financial and insurance products and licensing requirements.
• Assist clients with retirement, education planning, wealth protection, or related goals.
• Maintain client records and ensure compliance with carrier and licensing rules.
• Develop client relationships through outreach, events, and referrals.
• Participate in ongoing training and professional development.

Kenntnisse

Customer service

Communication skills

Active listening

Remote work independence

CRM systems

Finance knowledge

Tools

CRM systems

Jobbeschreibung

Advantage Financial Brokers is reshaping the traditional financial broker industry through innovative approaches and specialized expertise. The team focuses on niche financial products that serve business owners seeking tailored insurance and retirement solutions, as well as families aiming to build and preserve long-term wealth. By partnering with leading financial institutions across the country, Advantage Financial Brokers delivers a distinctive and high-quality customer experience. Team members benefit from a collaborative, growth-oriented environment that values professional development and client-centric service.

Role Description

The Remote Financial Services Representative is a role focused on supporting clients with financial, insurance, and investment-related needs. In this position, the representative will communicate with clients to understand their goals, explain available products, and help them select appropriate solutions. Day-to-day tasks include conducting needs assessments, preparing basic financial summaries, coordinating insurance and retirement product applications, and ensuring accurate documentation in internal systems. The representative will also follow up on client inquiries, provide ongoing customer service, and collaborate with internal team members to deliver a seamless client experience, all while working remotely with flexible scheduling.

Key Responsibilities include:

• Participate in weekly training and professional-development meetings covering financial concepts, products, compliance, and client-service practices.
• Meet virtually with prospective and existing clients to understand their financial goals and needs.
• Educate clients about available financial and insurance products for which you are appropriately licensed.
• Assist clients with strategies related to retirement preparation, education planning, wealth protection, long-term care, final-expense planning, and other financial goals.
• Work with experienced team members and trainers to review client cases and receive ongoing guidance.
• Maintain appropriate client records and follow applicable carrier, licensing, and compliance requirements.
• Develop and maintain client relationships through professional outreach, referrals, educational events, and other approved business-development activities.
• Complete ongoing training and remain current on applicable products and industry requirements.

Compensation & Work Arrangement

This is a result-driven position and contingent upon performance

Compensation may vary significantly depending on individual activity, production, product type, carrier requirements, and other factors. Bonus opportunities may be available based on applicable production requirements.

Schedule:

Part-time or full-time; approximately 10-30 hours per week depending on individual availability.

Training & Professional Development

Representatives receive access to:

• Initial and ongoing product training
• Weekly team development sessions
• Mentorship and case support
• Client-development and marketing resources
• Professional-development and leadership training

Regular team training is held Tuesdays and Saturdays. Consistent participation is expected, although scheduling conflicts may be discussed with the team.

Qualifications

• Be at least 18 years old.
• Be legally authorized to work in the United States.
• Must reside in one of the 50 states
• Be able to satisfy applicable licensing and background requirements.
• Be willing to learn financial and insurance concepts.
• Be receptive to coaching and feedback.
• Maintain a professional environment during client and team meetings.
• Strong understanding of Finance and Financial Services to assess client needs and explain core concepts clearly.
• Knowledge of Investments to discuss basic investment options and support clients in reviewing suitable strategies.
• Proficiency in Insurance-related products, including life and retirement solutions, to guide clients through policy and plan selections.
• Demonstrated Customer Service skills, including active listening, empathy, and professional communication in virtual environments.
• Ability to work independently in a remote setting & manage multiple individual tasks.
• Comfort with digital tools and CRM systems for virtual meetings, data entry, and workflow management.
• Prior experience in financial services, insurance, banking, or related fields is preferred but not required.
• Representatives are expected to maintain a professional environment during scheduled virtual meetings and client appointments. This includes appropriate attire, a professional or neutral background, limited distractions, and reliable participation.
• An applicable state insurance license is required before conducting licensed activities or earning compensation from licensed product sales.

Candidates who are not currently licensed receive guidance regarding the licensing process and requirements.