Financial Services Advisor (Training Provided)

We are expanding our financial services team and seeking individuals interested in a flexible, performance-based career helping families and professionals protect their income and plan for the future.This role combines client education, relationship management, and financial product guidance. Ideal candidates are coachable, self-motivated, and open to learning a regulated industry with strong long-term earning potential.Key ResponsibilitiesEducate clients on life insurance and related financial protection solutionsConduct needs-based consultations to recommend appropriate coverageSupport clients through the application and onboarding processMaintain accurate documentation and client recordsStay compliant with state insurance regulations and company standardsParticipate in ongoing training and professional developmentIdeal Candidate ProfileStrong communication and interpersonal skillsComfortable working independently with accountabilityInterest in finance, sales, or entrepreneurshipOrganized, reliable, and detail-orientedEligible to obtain a state life insurance license(Prior insurance experience is not required.)Compensation & StructureCommission-based compensation with bonus opportunitiesFlexible scheduling (part-time or full-time availability)Remote/hybrid work optionsClear advancement pathways into senior advisor or leadership rolesEarnings vary based on effort, consistency, and performance.Why Join UsThis opportunity is well-suited for individuals seeking:Schedule flexibility outside of a traditional 9–5Skill development in financial servicesA long-term career path with growth potentialA supportive, mentorship-driven team environmentApplication ProcessQualified applicants will be contacted for an interview to discuss role expectations, licensing requirements, and next steps.DutiesAssist clients by providing guidance on protection plans and financial products, ensuring their needs are met effectivelyManage client accounts using Salesforce and other SaaS platforms to track interactions, updates, and service requestsSupport the sales team by coordinating outreach efforts and following up on client inquiries to foster strong relationshipsConduct analysis of client data to identify opportunities for improved service delivery and product recommendationsCollaborate with marketing teams to communicate new offerings or updates to clients through various channelsMaintain accurate records of client interactions, feedback, and service issues to ensure high-quality customer serviceParticipate in ongoing training sessions to develop expertise in project management, account management, and financial services regulationsExperiencePrior experience in customer service or client-facing roles is preferred but not required; training will be providedFamiliarity with Salesforce or similar CRM systems is a plusKnowledge of SaaS platforms, sales processes, or marketing strategies is advantageousStrong communication skills with the ability to convey complex information clearly and professionallyAnalytical skills to interpret data and generate insights for improved client solutionsUnderstanding of financial services industry concepts is beneficial but not mandatoryDemonstrated ability to manage multiple tasks efficiently while maintaining attention to detailThis position offers an excellent opportunity for individuals eager to develop skills in project management, account management, sales, and customer relationship management within a supportive environment. Training will be provided to ensure success in this dynamic role.Job Types: Full-time, Part-time, ContractPay: $55,219.88 - $76,501.37 per yearBenefits:Flexible scheduleTraining ProvidedLife insuranceProfessional development assistanceReferral programWork from homeWork Location: Hybrid remote in Beltsville, MD 20705