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Award Winning Financial Services Opportunity

A nationally recognized financial services organization is currently expanding and looking for ambitious individuals who are interested in helping families, developing leadership skills, and building a business of their own.


Whether you’re seeking supplemental income, a career change, or a path toward business ownership, we provide the training, mentorship, and systems to help you grow.


Company Recognition

Our organization has been recognized by some of the most respected names in business and finance, including:


✓ Fortune 1000 Company

✓ Forbes America’s Best Insurance Companies

✓ Forbes Best Employers for Diversity

✓ Forbes Best Employers for Women

✓ A.M. Best Rated

✓ Investors Business Daily Most Trusted Financial Company Recognition

✓ Bloomberg Recognition for Workplace Excellence

✓ DALBAR Mutual Fund Service Award

✓ Time Magazine 2026 Financial Services Recognition

✓ Publicly Traded on the New York Stock Exchange


Position Overview


As a Financial Services Representative, you’ll work with individuals and families by helping them understand financial concepts and available solutions while developing your own professional and leadership skills.


Responsibilities may include:


Meeting with clients virtually

Providing financial education

Assisting families with protection and wealth-building strategies

Participating in ongoing training and mentorship

Building and leading a team as you advance


Growth Opportunities


We are looking for individuals interested in:


Part-Time Growth


Flexible hours around your current schedule

Remote work from home

Additional income potential


Leadership Track


Team-building opportunities

Management development

Broker training

Office ownership opportunities


Licensing & Startup Information


No prior experience is required.

The company provides training and covers the cost of state licensing.

To get started, applicants are responsible for:


A one-time $99 background check required for the licensing process (fully reimbursed by the company after obtaining your state license)

A $25 monthly business software subscription used to manage and operate your independent business


What You’ll Receive


Work-from-home flexibility

Access to mentorship and coaching

Professional development

Leadership training

Nationwide business platform operating in all 50 states

Advancement opportunities based on performance

Independent contractor (1099) opportunity


 

If you’re motivated, coachable, and interested in building something bigger than a traditional job, we’d love to connect and share more about the opportunity.