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

Enriquez; United States; Remote; USD 30,000 - 70,000; Full time

Job summary

An innovative firm is seeking self-motivated individuals passionate about helping others. This fully remote role provides comprehensive training in financial services, including life insurance and investment products. You'll work directly with clients to assess their financial needs and create personalized plans to help them achieve their goals. With flexible hours and no quotas, this opportunity is perfect for those looking to build a rewarding career in finance. Join a supportive team that values your growth and success, and start your journey today!

Benefits

Flexible Work from Home

Training Bonus

No Quotas or Capped Commissions

Stock and Residual Income Opportunities

Qualifications

• Strong communication skills to explain financial products simply.
• Self-motivated individuals with a strong work ethic are preferred.

Responsibilities

• Meet with clients remotely to assess their financial needs.
• Educate clients on financial products and build long-term relationships.

Skills

Strong communication skills

Leadership potential

Self-motivated

Growth mindset

Job description

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
• Federal Securities Licenses, including:
  • SIE (Securities Industry Essentials)
  • S6 (Investment Company Products/Variable Contracts Representative)
  • S63 (Uniform Securities Agent State Law)
  • S26 (Investment Banking Representative)
  • S65 (Uniform Investment Advisor Law)
• 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!