Financial Services Representative

SalesSalesFull TimeRemote

Location

United States

Posted

2 days ago

Salary

Not specified

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

We provide industry-leading technology, training, lead systems, and financial products designed to help you succeed in the financial services industry. Whether you're already licensed or completely new to the field, we offer the tools and support you need to build a rewarding career.

If you already hold a life insurance license, that’s fantastic! If not, our comprehensive training program will guide you step-by-step through the licensing process and help you develop the skills needed to succeed.

Our proven business system is designed to be dependable and predictable, giving you a clear path to growth and long-term success.

  • Flexible Work Options
    • Remote Work: Our virtual call center allows agents to work from home while collaborating with experienced mentors and team leaders.
    • In-Person Sales: If you prefer face-to-face client interactions, we provide a structured system that supports in-person appointments and relationship-building.
  • Work exclusive, high-intent leads — no cold calling, no chasing prospects.
  • Meet with clients virtually or over the phone to assess their financial protection needs.
  • Help families secure life insurance and other coverage while earning lucrative commissions.
  • Leverage a proven system that has helped agents achieve six- and seven-figure incomes.
  • Operate like a business owner — set your own schedule and control your growth.
  • Receive comprehensive training and mentorship, whether you’re licensed or new to the industry.
  • Join a supportive team culture with reward programs, incentive trips, and growth opportunities.

Qualifications

  • Strong communication skills
  • Self-motivated, coachable, and eager to learn
  • Able to communicate effectively with clients and team members
  • Comfortable working independently in a remote environment
  • Trainable and committed to growth

Requirements

  • Need a readiness to learn and be trained
  • No felonies on your record
  • Willing to obtain a state life insurance license (if not already licensed)
  • Be motivated! You can earn as much as you want if you put in the work

Job Requirements

  • Strong communication skills
  • Self-motivated, coachable, and eager to learn
  • Able to communicate effectively with clients and team members
  • Comfortable working independently in a remote environment
  • Trainable and committed to growth
  • Need a readiness to learn and be trained
  • No felonies on your record
  • Willing to obtain a state life insurance license (if not already licensed)
  • Be motivated! You can earn as much as you want if you put in the work

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