Financial Services Representative

Employment Type: Full-Time, Part Time, Contract

Compensation: Performance-based (details provided during interview process)

Position Overview

We are seeking a motivated and professional Financial Services Representative to join our growing team. In this role, you will work directly with individuals and families to help them understand financial strategies related to protection planning, retirement planning, and long-term wealth development.

This position is ideal for candidates who are client-focused, growth-oriented, and interested in building a career in financial services.

Key Responsibilities

• Meet with prospective clients to assess financial goals and needs

  Educate clients on available financial protection and retirement strategies

  Present customized financial solutions based on client objectives

  Maintain ongoing relationships and provide client service support

  Complete required documentation and ensure compliance standards are met

  Participate in training and professional development programs

  Collaborate with team members and leadership to achieve performance goals

Qualifications

• Strong communication and interpersonal skills

  Professional demeanor and ethical mindset

  Self-motivated with strong time management skills

  Ability to work independently and in a team environment

  High school diploma or equivalent (Bachelors degree preferred but not required)

  Must be eligible to obtain required state licensing (if not already licensed)

Preferred (Not Required)

• Background in sales, customer service, banking, or financial services

  Active Life & Health Insurance License or willingness to obtain

  Experience working with clients in a consultative environment

What We Offer

• Structured training and mentorship

  Professional development support

  Flexible scheduling options

  Advancement opportunities based on performance

  Supportive team environment

Equal Opportunity Statement

We are committed to providing equal employment opportunities to all applicants and employees in accordance with applicable laws and regulations.