A nationally recognized financial services organization is currently expanding and looking for ambitious individuals who are interested in helping families, developing leadership skills, and building a business of their own.
Whether you’re seeking supplemental income, a career change, or a path toward business ownership, we provide the training, mentorship, and systems to help you grow.
Company Recognition
Our organization has been recognized by some of the most respected names in business and finance, including:
✓ Fortune 1000 Company
✓ Forbes America’s Best Insurance Companies
✓ Forbes Best Employers for Diversity
✓ Forbes Best Employers for Women
✓ A.M. Best Rated
✓ Investors Business Daily Most Trusted Financial Company Recognition
✓ Bloomberg Recognition for Workplace Excellence
✓ DALBAR Mutual Fund Service Award
✓ Time Magazine 2026 Financial Services Recognition
✓ Publicly Traded on the New York Stock Exchange
Position Overview
As a Financial Services Representative, you’ll work with individuals and families by helping them understand financial concepts and available solutions while developing your own professional and leadership skills.
Responsibilities may include:
Meeting with clients virtually
Providing financial education
Assisting families with protection and wealth-building strategies
Participating in ongoing training and mentorship
Building and leading a team as you advance
Growth Opportunities
We are looking for individuals interested in:
Part-Time Growth
Flexible hours around your current schedule
Remote work from home
Additional income potential
Leadership Track
Team-building opportunities
Management development
Broker training
Office ownership opportunities
Licensing & Startup Information
No prior experience is required.
The company provides training and covers the cost of state licensing.
To get started, applicants are responsible for:
A one-time $99 background check required for the licensing process (fully reimbursed by the company after obtaining your state license)
A $25 monthly business software subscription used to manage and operate your independent business
What You’ll Receive
Work-from-home flexibility
Access to mentorship and coaching
Professional development
Leadership training
Nationwide business platform operating in all 50 states
Advancement opportunities based on performance
Independent contractor (1099) opportunity
If you’re motivated, coachable, and interested in building something bigger than a traditional job, we’d love to connect and share more about the opportunity.
