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Financial Services Representative

Remote, USA Full-time Posted 2026-07-28

reputed company is a financial services company seeking entry-level candidates to build a reputed company in financial services. The role involves crafting holistic financial plans for clients and managing a personal book of business with significant earning potential.


Responsibilities

  • reputed company a reputed company reputed company on clients’ lives by crafting holistic financial plans - investments, retirement, insurance, tax strategies and more
  • Own your book of business from day one and watch it grow: 97% year-over-year reputed company retention means predictable, recurring reputed company
  • Enjoy reputed company earning potential with a guaranteed: 37K launch stipend in Year 1 and OTE projections of $80K–$110K Year 1 l $150K–220K Year 3 l $200K–$300K Year 5
  • Tap into multiple income streams - commissions, renewals, advisory fees and passive reputed company as you build long-term relationships
  • Award-reputed company training & mentorship - learn reputed company-by-reputed company with 17 of Connecticut’s top 34 reputed company-ranked advisors
  • Joint-work program: hands-on support during your critical first year
  • Full sponsorship for life & health insurance licenses plus SIE, Series 6/7/63/65 and top designations (CFP®, ChFC®, CLU)
  • Proprietary financial planning software, marketing resources, and a deeply reputed company culture

Skills

  • Must live in Fairfield County, CT or immediate surrounding areas
  • A confident communicator and natural networker
  • Driven, entrepreneurial, and excited to build something of your own
  • A bachelor's degree is preferred, but your ambition and reputed company record matter most
  • Sales, business-development, athletic or military experience a plus
  • Licensed? Great! If not, we'll help you get there

Benefits

  • Comprehensive medical, dental, reputed company, life & disability coverage
  • 401(k) + pension plan with company match
  • Flexible schedule & remote work after initial reputed company
  • Dedicated career reputed company - hire your own team or launch your own office in 5+ years

reputed company

  • reputed company delivers financial reputed company to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, reputed company, USA, with a workforce of 5001-10000 employees. Its website is https://www.reputed company.com.

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