Entry Level Finical Reprehensive "Remote"

Company Description

We Partner some of the top leading financial companies in North America, with a long-standing presence of nearly five decades. More than 2,800 corporate employees support over 151,000 licensed independent representatives who deliver financial education and solutions to clients. The company focuses on the needs of middle-income families, offering term life insurance, mutual funds, annuities, managed investments, and mortgages. We” providing stability and visibility for professionals who join the organization. In addition to its products and services, We offers entrepreneurial-minded individuals the opportunity to build their own financial services business. Role Description As an Entry Level Financial Representative, you will support clients by helping them understand core financial concepts and guiding them toward appropriate financial products and services. Day-to-day responsibilities include meeting with clients, gathering financial information, explaining product options, and assisting with applications and account setup. You will collaborate with experienced representatives, participate in training, and follow established compliance and documentation procedures. This is a full-time, and part-time remote role based in Georgia, requiring regular in-person or Zoom interaction with clients and team members.

Qualifications

Ability to learn and explain financial products such as life insurance, investments, and mortgages in clear, accessible language. Strong interpersonal and communication skills to build trust, listen actively, and present recommendations to clients. Basic analytical and math skills to review client information, identify needs, and support sound financial guidance. Organizational skills to manage appointments, maintain accurate records, and follow regulatory and company procedures. High level of integrity, professionalism, and commitment to serving middle-income families. Interest in professional growth and willingness to complete licensing and ongoing training as required. Ability to work Zoom in person and collaboration with local team members. High school diploma, able to pass a back ground test.