Remote Financial Services Representative

We help individuals and families build solid financial foundations.
We’re currently expanding nationwide and seeking driven candidates interested in leadership, business development, and client relations.

No experience is required — we provide comprehensive paid training, licensing support, and a clear leadership track for those ready to take ownership of their career.

What You’ll Do:

✅ Learn how to educate and assist clients with customized financial strategies
✅ Complete state licensing requirements
✅ Develop leadership and team-building skills
✅ Work alongside experienced mentors and top producers
✅ Grow into a District Leader role or above based on performance and completion of requirements

Ideal Candidate:

✔️ Ambitious & coachable
✔️ Professional communication skills
✔️ Goal-oriented and self-motivated
✔️ Interested in leadership development
✔️ Authorized to work in the U.S.
✔️ Able to dedicate 10+ hours per week (remote/flexible schedule)

What We Offer:

✨ Remote work environment
✨ Paid licensing & training program
✨ Step-by-step mentorship
✨ Leadership development 
✨ Performance-based incentives

Compensation:

This is a 1099 independent contractor role. Income is commission-based, with leadership and bonus potential upon promotion.

One-time Licensing Fee: $99 (reimbursed once officially licensed)
Software Fee: $25/month