Financial Services Representative
Company: Partners For Success
Location: Remote – United States
Schedule: Flexible | Full-Time or Part-Time
Possibility to begin part-time and scale involvement over time based on performance and goals.
About Partners For Success
Partners For Success is an independent, mission-driven financial services organization dedicated to helping individuals and families build long-term financial security.
As a non-captive organization, we partner with established, highly rated insurance and financial carriers to provide solutions tailored to each client's unique needs. Our approach is centered on education, integrity, and personalized guidance.
We are expanding our team and seeking motivated professionals who are passionate about helping others make informed financial decisions.
About the Role
As a Financial Services Representative, you will educate clients on financial concepts and help them develop strategies to protect their income, plan for retirement, manage risk, and build long-term financial confidence.
This is a commission-based, independent contractor (1099) position with a flexible schedule. Representatives may work virtually and, when appropriate, meet with clients in person.
No prior financial services experience is required. Comprehensive training, mentorship, and licensing support are provided.
We help clients with customized solutions in areas including:
- Tax advantaged retirement planning
- Life insurance and final expense planning
- Children's financial planning strategies
- Lifetime income solutions
- Indexed growth strategies and annuities
- Legacy building
- Wealth accumulation and asset protection strategies
Key Responsibilities
- Conduct financial needs assessments to understand clients' goals and priorities
- Educate clients on financial concepts in a clear, ethical, and needs-based manner
- Develop personalized strategies related to life insurance, retirement planning, annuities, income protection, savings strategies, and risk management
- Build and maintain long-term client relationships through regular follow-up and service
- Maintain accurate records and comply with all applicable licensing and regulatory requirements
- Uphold professionalism, confidentiality, and a client-first approach
What We Offer
- Flexible schedule
- Remote work
- Comprehensive onboarding, training, and ongoing mentorship
- Guidance and support for obtaining a Life & Health insurance license
- Access to a broad portfolio of insurance and financial solutions through established carrier relationships
- Performance-based compensation structure
- Supportive, collaborative team environment
Qualifications
- Must be at least 18 years of age
- Must be authorized to work in the United States
- Ability to pass a background check, if required for licensing
- Willingness to obtain a state Life & Health insurance license
- Strong communication, interpersonal, and organizational skills
- Self-motivated with the ability to manage an independent schedule
- Commitment to professionalism, integrity, and client service
Preferred Background
Candidates with experience in sales, customer service, education, management, insurance, or other client-facing roles are encouraged to apply. Career changers and individuals seeking to build a professional career in financial services are also welcome.
Compensation
This is a commission-based, independent contractor (1099) position. Compensation is performance-based.
Job Types: Full-time, Part-time, Contract
Independent Contractor Support:
- Flexible schedule
- Licensing support
Work Location: Remote
Pay: $35,000.00 - $100,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote
