Remote Financial Services Representative (Flexible)

About the Opportunity

We are expanding our remote financial services team and are seeking motivated, coachable individuals interested in professional development, leadership growth, and financial education.

This entry-level role is ideal for students, recent graduates, or career-changers looking to gain real-world experience in client support, financial literacy, and business operations. No prior experience is required — full training and mentorship are provided.

What You’ll Gain

Hands-on experience in financial education and client communication

Professional development and leadership training

Mentorship from experienced financial professionals

Flexible remote schedule (part-time or full-time availability)

Clear growth path based on performance and consistency

Key Responsibilities

Participate in virtual training and development sessions

Assist with client education and appointment coordination

Learn foundational financial concepts and compliance standards

Support team operations and outreach initiatives

Develop communication and leadership skills in a professional setting

Who We’re Looking For

Self-motivated and coachable individuals

Strong communication skills (written and verbal)

Comfortable working remotely and attending virtual meetings

Open to learning financial services concepts and systems

Reliable, professional, and growth-oriented

Training & Support

Structured onboarding and ongoing virtual training

Licensing guidance and study resources provided

Access to digital tools, mentorship, and team support

No prior financial background required

Licensing & Technology Requirements

This role requires obtaining state licenses, which is regulated by state law.

Applicants are responsible for:

A one-time state licensing and background processing fee reimbursed (currently $39-Jan. Only)

A monthly technology/software fee ($25/m) that provides access to training platforms, client management systems, and virtual meeting tools

All fees are disclosed upfront and are not collected until after an overview session and formal acceptance into the role.

Compensation

This is a performance-based opportunity with compensation tied to activity and results. No income or earnings guarantees are made.

Work Location

100% Remote

Open to applicants nationwide (U.S Only)

Next Steps

Qualified applicants will be invited to attend a virtual informational overview to learn more about the role, expectations, and training pathway.