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Entry Level Financial Services Representative (Flexible and Remote)

TfaRemoteApril 28th, 2026
Entry Level Financial Services Representative (Flexible and Remote)1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. The position is fully remote, ideal for stay-at-home career seekers or those looking to add another income stream. No prior experience is required, as we provide comprehensive training through the company. Our office is rapidly expanding across the continental United States. We are seeking highly motivated, competent, and committed business partners to become licensed professionals and serve clients' needs. Work Types We offer three work options: Full Time Part Time Referral *You do not have to quit your current job to join us in any of these options.* Most new agents start as Referral or Part-time and transition to full-time while maintaining competitive compensation. You will work with A+ Rated financial companies nationwide. The best part? It's 100% remote. Experience No prior financial experience is necessary; training is hands-on. However, skills in the following areas can help you advance more quickly: Public Speaking Customer Service Banking Accounting/Software Opportunity Description Develop Financial Needs Analysis (FNA) for clients Assist families, individuals, and business owners in gaining financial advantages such as: Protect Assets/Funds Build and Leave a Legacy Index Strategies Debt Management Services Estate Planning with our legal team Various Life Insurance options Different Types of Annuities Final Expense Planning Work Schedule Part Time: 10-20 hours per week, flexible based on the individual Leads - Warm & Cold Market; no need to purchase leads Remote work via Zoom Assigned a Field Trainer for guidance in prospecting and client engagement Daily training sessions to develop your business skills Mandatory Qualifications If you do not have a Life & Health Insurance License, you must be willing to study and pass the exam in your state. Assistance is provided. Pass a background check (no felonies) Must have or obtain a U.S. Social Security Number Reside in the U.S., Puerto Rico, or Canada during initial process Be at least 18 years old (Federal requirement) Employment Type Part-time or Full-time Seniority levelEntry level Job functionFinance and Sales IndustriesFinancial Services Referrals increase your chances of interviewing at TFA by 2x. Get notified about new Financial Services Representative jobs inIndianapolis, IN . Indianapolis, IN $80,000.00-$150,000.00 2 days ago#J-18808-Ljbffr