Financial Services Representative

Financial Services Representative | Entry-Level & Experienced | Flexible Schedule | Part-Time Transition Available We are hiring Financial Services Representatives and Investment Advisor Trainees for part-time and full-time opportunities. This role is ideal for individuals pursuing careers in financial services, wealth management, insurance, or investment advising. Whether you are seeking an entry-level Financial Advisor opportunity or bringing experience from sales, finance, or client-facing roles, this position offers paid training, mentorship, and financial support for obtaining required Life Insurance and Securities Licenses. This is a career-oriented role focused on client education, relationship building, and long-term income growth. Job Responsibilities Conduct Financial Needs Assessments with clients Provide insurance and investment guidance Develop retirement and financial planning strategies Build and maintain long-term client relationships Maintain compliance with industry regulations Grow book of business through networking and referrals Qualifications Strong communication and interpersonal skills Self-motivated and goal-oriented Interest in financial advising, sales, or wealth management Willingness to obtain state insurance and securities licenses Sales, finance, customer service, or business experience preferred Compensation This is a performance-based opportunity with income potential aligned to effort, licensing, and production. The compensation plan for Full-time advisors is designed to generate a six-figure annual income. Part-time entry supported with a transition plan to full-time Competitive career pay structure, including regular bonuses Eligibility for company incentive programs and stock awards (based on qualifications) Advancement opportunities into leadership and agency ownership roles Flexible scheduling. Remote and hybrid options available depending on preference.