Financial Services Representative

Wisepath Group • Lakewood Township, NJ

1d • $50,000 - $120,000 • Remote

About The Position

We are seeking a Financial Representative to join an established financial services practice. This fully remote, W-2 opportunity offers structured training, experienced mentorship, administrative support, and professional development. The practice focuses on helping individuals and families strengthen financial protection, manage cash flow, and prepare for retirement. Previous financial services experience is not required. This opportunity is designed for professionals interested in starting or transitioning into financial services. Through a structured training program, you will learn financial planning principles, client acquisition methods, and how to develop recommendations based on each client’s needs. You will work with an experienced mentor as you build client relationships and develop your practice. Success in this role requires proactive prospecting, networking, consistent follow-through, and a commitment to client service.

Requirements

• Strong communication, listening, and relationship-building skills.
• Professionalism, empathy, sound judgment, and a commitment to ethical client service.
• Self-motivation and organizational skills to manage a remote schedule and meet training and business development expectations.
• Willingness to actively prospect, network, and develop new client relationships.
• Ability to obtain and maintain the licenses and registrations required for the role.
• Ability to satisfy applicable licensing, registration, and background screening requirements.

Nice To Haves

• Experience in sales, teaching, operations, management, or another field involving relationship development.
• A bachelor’s degree or equivalent relevant professional experience.

Responsibilities

• Complete the structured training program and obtain the licenses and registrations required for the role.
• Develop prospective client relationships through referrals, professional organizations, community connections, and personal networks.
• Conduct discovery meetings to understand clients’ financial goals, protection needs, concerns, and cash flow.
• Use financial modeling software to evaluate client needs and develop recommendations with mentor support.
• Help clients evaluate life insurance, disability income protection, and retirement planning solutions within the scope of your licenses and registrations.
• Maintain accurate client records and follow applicable regulatory requirements and practice procedures.
• Provide ongoing client service and participate in continuing education and professional development.

Benefits

• Structured training
• Experienced mentorship
• Administrative support
• Professional development
• Sponsored licensing and training for required Life and Health licenses and applicable securities registrations
• Continuing education

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree