Financial Services Representative
Full-Time & Part-Time Opportunities | Flexible Schedule | Training Provided
Build Something of Your Own
Are you looking for an opportunity where your growth isn't limited by an hourly wage, a set schedule, or waiting years for the next promotion?
We are expanding our financial services team and looking for motivated individuals who are interested in learning the industry, helping families, and developing an additional income stream or long-term career.
No previous insurance or financial services experience is required. We provide training, mentorship, and a structured development process designed to help new agents learn the business and grow at their own pace.
This opportunity can be pursued part-time alongside an existing career or developed into a full-time business.
What You'll Learn & Do
- Meet with individuals and families to understand their financial protection needs
- Educate clients on life insurance and other available financial solutions
- Develop communication, sales, and client relationship skills
- Participate in ongoing training and mentorship
- Build and manage your own client base
- Set personal production, income, and professional development goals
- Develop leadership and team-building skills as you advance
What Makes This Opportunity Different
Flexibility: Build your schedule around your current responsibilities.
Training: You don't need an insurance background to get started.
Mentorship: Learn from experienced professionals while developing your business.
Growth: Advancement is based on performance and development rather than tenure.
Income Potential: Your compensation is tied to your production rather than an hourly wage.
Entrepreneurship: Develop a business and client base within an established financial services platform.
Who We're Looking For
We're interested in people who are:
- Ambitious and goal-oriented
- Coachable
- Comfortable communicating with others
- Self-motivated
- Interested in personal and professional development
- Open to entrepreneurship and performance-based income
- Able to work independently while also being part of a team
- Interested in helping families improve their financial protection
Previous experience in sales, customer service, management, banking, insurance, recruiting, hospitality, or other people-focused industries can be helpful, but is not required.
Licensing & Compensation
This is an independent contractor opportunity with commission-based compensation. There is no guaranteed hourly wage or salary.
A state insurance license is required to conduct insurance business. Candidates who are not currently licensed must complete the applicable licensing requirements before conducting insurance sales.
Licensing requirements, training, compensation, expectations, and the business model are discussed in detail during our selection process so candidates can make an informed decision about whether the opportunity aligns with their goals.
Our Selection Process
Applicants selected to move forward will complete a brief phone conversation followed by an opportunity overview. Candidates who remain interested may then be invited to a one-on-one interview to discuss their goals, questions, and next steps.
We're not looking for everyone.
We're looking for individuals who are willing to learn, work consistently, and take ownership of their results.
If you're interested in developing an additional stream of income or exploring entrepreneurship within the financial services industry, we'd like to hear from you
Benefits:
- Flexible schedule
- Work from home
Application Question(s):
- Which best describes what you're looking for right now?
Additional income alongside my current career
A potential full-time career change
An entrepreneurial/business opportunity
Professional growth and leadership experience
I'm open to learning more before deciding
- Are you currently licensed to sell life insurance?
Yes
No, but I'm open to obtaining the required license
No, and I'm not willing to obtain a license
- This opportunity offers flexibility and performance-based compensation rather than a traditional guaranteed salary. Are you open to learning more about this type of compensation structure?
Yes
Possibly — I'd like to understand how it works
No
Work Location: In person
