Financial Services Representative (Part-Time / Full-Time)Opportunity Overview
We are seeking motivated, coachable individuals who are interested in learning the financial services industry and helping families protect their financial futures. This opportunity offers flexible scheduling, professional development, and the ability to build an independent business while making a meaningful impact in people's lives.
No prior experience in financial services is required. Training, mentorship, and licensing support are provided.
Responsibilities
- Meet with individuals and families to identify financial protection needs
- Educate clients on life insurance, retirement, and wealth-building strategies
- Assist clients in evaluating suitable financial solutions based on their goals
- Participate in training, mentorship, and professional development programs
- Build and maintain relationships within your network and community
- Develop leadership and business-building skills
- Help expand a team through referrals and mentorship opportunities, if desired
What We Offer
- Flexible part-time and full-time schedules
- Comprehensive training and ongoing mentorship
- Licensing assistance and support
- Personal growth and leadership development
- Access to industry-leading financial products and resources
- Performance-based compensation
- Opportunity for advancement based on individual effort and results
- Supportive team environment and culture
Ideal Candidate
- Positive attitude and strong work ethic
- Self-motivated and goal-oriented
- Strong communication and people skills
- Coachable and willing to learn
- Passion for helping others
- Entrepreneurial mindset preferred but not required
Qualifications
- Must be at least 18 years old
- Ability to pass any required licensing and background screening requirements
- Legally authorized to work in the United States
- Reliable internet access and transportation for appointments (virtual and in-person opportunities available)
Compensation
Compensation is performance-based and may include commissions, bonuses, incentives, and other forms of compensation depending on production and qualifications. Earning potential is uncapped, with no quotas, and compensation will vary based on individual effort, performance, and business activity.
Additional Information
This is an independent contractor opportunity and not a salaried or hourly employment position. Individuals have the flexibility to work part-time or full-time and determine their level of participation.
Pay: $2,000.00 - $10,000.00 per month
Benefits:
- Flexible schedule
- Work from home
Work Location: Hybrid remote in Monrovia, CA 91016
