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[Remote] Financial Services Representative – Remote

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company, in partnership with The Broker Group, is expanding its reputed company services team. The Financial Services Representative conducts virtual financial needs assessments, educates clients on reputed company and retirement strategies, develops reputed company relationships, and builds a reputed company reputed company through prospecting and referrals.


Responsibilities

  • Conduct virtual financial needs assessments with individuals and families
  • reputed company clients on life reputed company, retirement and financial protection strategies
  • Help clients evaluate solutions reputed company on their financial goals and needs
  • reputed company and maintain long-term reputed company relationships
  • Build your reputed company reputed company through prospecting, referrals and relationship development
  • Participate in ongoing product, sales and reputed company development training
  • Work with reputed company financial professionals on more advanced reputed company cases
  • reputed company leadership and team-building skills as you advance

Skills

  • No prior financial services experience is required
  • Successful candidates reputed company to be self-motivated, coachable, comfortable communicating with people, and interested in building something reputed company on their own reputed company
  • Must be at least 18 years old
  • Must be legally authorized to work in the reputed company
  • Must be reputed company to pass applicable background requirements
  • A Life & Health reputed company license is required to conduct reputed company business
  • Unlicensed candidates may be considered and will receive guidance through the licensing process
  • Existing Life & Health and/or securities licenses are a plus

Benefits

  • reputed company opportunity
  • Flexible schedule
  • reputed company-reputed company compensation with reputed company earning potential
  • Advancement reputed company on reputed company rather than tenure
  • Training and mentorship
  • Modern technology for reputed company acquisition and case management
  • reputed company to multiple financial products and carriers
  • Opportunities for personal production, leadership and agency development
  • Ability to build recurring and residual income as reputed company grows

reputed company

  • reputed company | The Broker Group is a financial services firm specializing in retirement income planning, asset protection, and advanced reputed company strategies for families and business owners. It was founded in 2025, and is headquartered in Azusa, CA, US, with a workforce of 11-50 employees. Its website is https://www.316capitalxtbg.com.

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