Financial Service Representative

Unclassified - White City, OR

Part-time,Full-time - Entry Level

Remote - White City, OR

About the position

The Financial Service Representative position is designed for individuals with an entrepreneurial mindset who are eager to help clients achieve financial freedom. This role involves assessing client financial needs, educating them on services, and recommending appropriate financial products. The position is fully remote, allowing for flexible work hours, and includes opportunities for team building and leadership advancement.

Responsibilities

• Assess client financial needs and recommend appropriate financial products.
• Educate clients on services offered by the company.
• Build and mentor a team as you advance into leadership roles.
• Utilize online tools and communication platforms to connect with clients.
• Provide exceptional customer service to clients.

Requirements

• Must be 18 years or older.
• Must pass a state background check (no felonies).
• Self-disciplined and accountable.
• Trustworthy and honest.
• Strong communication and customer service skills.

Nice-to-haves

• Experience in sales, marketing, and business is preferred but not required.
• Strong leadership and decision-making skills.
• Ability to develop, manage, and drive growth.

Benefits

• Training bonus program.
• State life insurance license coverage.
• Federal securities (investment) license coverage.
• Mortgage (loan originator) license coverage.
• Flexible part-time or full-time options.
• No quotas or caps on commissions.
• Stock opportunities.
• Residual income opportunities (11 income streams).