Job Overview
Financial Services Representative – Training & Leadership Development
Are you an established working professional looking for an opportunity to create an additional income stream, transition into a new career, or build something of your own?
We are seeking motivated, responsible, and career-minded individuals interested in developing within the financial services industry.
This opportunity is particularly well-suited for professionals who have already gained experience in the workforce, understand the importance of financial stability, and enjoy building relationships within their community.
Through hands-on training, licensing support, mentorship, and professional development, selected candidates will develop skills in client relations, financial education, business development, sales, and leadership.
This Opportunity May Be a Strong Fit If You:
- Have an established employment or professional background
- Are looking for an additional income stream or long-term career opportunity
- Have experience building relationships with customers, clients, coworkers, or members of your community
- Are comfortable speaking with individuals and families about their goals and financial priorities
- Have a strong personal and professional network and enjoy meeting new people
- Are entrepreneurial, self-directed, and interested in building a business
- Value financial stability, professional growth, and long-term career development
- Can manage professional responsibilities independently and consistently
- Are coachable and willing to complete required training and licensing
Responsibilities
- Build and maintain relationships with prospective and existing clients
- Develop new business through networking, referrals, relationship building, and community outreach
- Schedule and conduct client appointments and follow-up communications
- Educate individuals and families on available financial products and services
- Participate in training focused on financial services, sales, leadership, and business development
- Attend team meetings, workshops, and ongoing professional development sessions
- Maintain accurate records of client interactions and business activity
- Develop a personal client base while creating long-term professional relationships
Qualifications
- Professional work experience strongly preferred
- Demonstrated reliability and consistent work history preferred
- Strong communication and interpersonal skills
- Comfortable networking and developing new professional relationships
- Self-motivated with a professional work ethic
- Entrepreneurial or business-minded attitude
- Ability to manage responsibilities and work independently
- Willingness to learn and complete required licensing
- Legally authorized to work in the United States
- Reliable transportation preferred
- Customer service, sales, management, healthcare, education, business ownership, real estate, banking, hospitality, or other relationship-based experience is a plus
Prior financial services experience is not required.
What We Offer
- Comprehensive training and professional development
- Licensing assistance for qualified candidates
- Flexible full-time and part-time opportunities
- Performance-based compensation
- Professional mentorship and coaching
- Leadership and business development training
- Advancement based on performance rather than tenure
- Opportunity to develop a long-term client base
- Opportunity to build an independent book of business
Compensation
This is a performance-based opportunity with weekly earning potential. Compensation is based on individual production and business activity.
Training, mentorship, and licensing support are provided for qualified candidates.
Candidates who are established in their careers, active within their communities, or interested in developing an additional professional income stream are encouraged to apply.
Pay: $500.00 - $2,500.00 per week
Benefits:
- 401(k)
- 401(k) matching
- Financial planning services
- Flexible schedule
- Life insurance
- Paid training
- Professional development assistance
- Tuition reimbursement
Work Location: Hybrid remote in Hallandale Beach, FL 33008
