Remote Financial Services Sales Representative (Life Insurance, Annuities, and Securities)

Enriquez Inc - A Primerica Company; New York (NY); Remote; USD 117,000 - 150,000; Part time

Job summary

A leading company in financial services is seeking a Remote Financial Services Sales Representative to help clients assess their financial needs and recommend suitable products. This role offers full training, flexible working hours, and opportunities to earn based on success without caps on commission. Ideal for self-motivated individuals looking for a career in financial services with room for growth.

Benefits

Flexible Work from Home

Training Bonus

No Quotas or Capped Commissions

Stock and Residual Income Opportunities

Qualifications

• Must be 18+ years old.
• Ability to pass a state background check.
• Reliable internet connection.

Responsibilities

• Meet with clients remotely to assess their financial situation and recommend suitable products.
• Educate clients on life insurance options, retirement planning, and investment strategies.
• Build and maintain long-term client relationships.

Skills

Strong communication skills

Leadership potential

Self-motivated

Growth mindset

Job description

Remote Financial Services Sales Representative (Life Insurance, Annuities, and Securities)

Join to apply for the Remote Financial Services Sales Representative (Life Insurance, Annuities, and Securities) role at Enriquez Inc - A Primerica Company

Remote Financial Services Sales Representative (Life Insurance, Annuities, and Securities)

3 weeks ago Be among the first 25 applicants

Join to apply for the Remote Financial Services Sales Representative (Life Insurance, Annuities, and Securities) role at Enriquez Inc - A Primerica Company

Are you a self-motivated, hardworking individual with a passion for helping others? If so, we want to hear from you!

No experience? No problem! We provide full training to help you succeed in the financial services industry. This role involves working directly with clients to assess their financial needs, educating them about key financial products, and creating personalized plans to help them achieve their long-term financial goals.

What You'll Be Doing:

• Learn about a variety of financial services products, including life insurance, annuities, and securities (such as investment products)
• Meet with clients remotely to assess their current financial situation and recommend the most suitable products for their needs
• Educate clients on life insurance options, retirement planning with annuities, and investment strategies through securities
• Build and maintain long-term client relationships
• Work closely with our team to deliver exceptional service and help clients secure their financial futures

No Experience? No Worries! We will fully train you on all the financial products we offer and provide the necessary courses and licenses to work with us—all at no cost to you! The company covers all expenses for:

• State Life Insurance License
• SIE (Securities Industry Essentials)
• S6 (Investment Company Products/Variable Contracts Representative)
• S63 (Uniform Securities Agent State Law)
• S26 (Investment Banking Representative)
• Mortgage License (if applicable)

This Position Offers:

• Flexible Work from Home: Fully remote role, allowing you to set your own hours
• Training Bonus: Receive financial support as you get started and complete your licensing requirements
• No Quotas or Capped Commissions: You earn based on your hard work and success—no limits!
• Stock and Residual Income Opportunities: Build long-term financial success with stock options and commissions that continue to pay over time

Requirements:

• Must be 18+ years old
• Ability to pass a state background check
• Reliable internet connection
• Strong growth mindset and the desire to develop in the financial services industry

Desired Candidate Skills:

• Strong communication skills, with the ability to explain complex financial products in an easy-to-understand manner
• Leadership potential and the ability to take initiative
• Self-motivated with a strong work ethic
• Willingness to be held accountable and continually improve
• A passion for helping others achieve financial security

This Role Is Ideal For:

• Individuals looking for a flexible part-time opportunity
• Those seeking a career change with full training and licensing provided
• Anyone interested in building a long-term career in the financial services industry, with opportunities for growth

This is a 1099 Independent Contractor position. While this role is remote, we also have various office locations for those who prefer in-person work (not required).

If you're ready to begin a rewarding career in financial services with no prior experience, apply now and start your journey with us today!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Sales and Business Development

• Industries

  Wireless Services, Telecommunications, and Communications Equipment Manufacturing

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