Financial Services Representative

Wisepath Group • Lake Havasu City, AZ

4d • Remote

About The Position

This fully remote opportunity is for a Financial Services Representative to help individuals and families protect their financial future, manage their finances, and plan for long-term goals, including retirement. Previous financial services experience is not required, and candidates from diverse professional backgrounds are encouraged to apply.

The representative will help clients understand their financial needs and explore solutions aligned with their personal and long-term goals. The role includes structured training, hands-on mentorship, administrative resources, and ongoing professional development to support career growth and the development of strong client relationships. It is suited to self-motivated individuals who enjoy working with people, building professional networks, and providing personalized financial guidance.

The practice provides sponsored training and licensing support for required Life and Health licenses and applicable securities registrations, comprehensive onboarding and structured professional training, one-on-one mentorship, administrative resources and marketing support, and continuing education and opportunities for professional growth. Applicants must be able and willing to obtain and maintain necessary licenses and registrations and meet applicable background screening and regulatory requirements.

Requirements

• Strong communication, interpersonal, and active listening skills.
• Ability to establish trust and develop long-term professional relationships.
• Self-motivated and organized, with the ability to work independently in a remote environment.
• Willingness to engage in prospecting, networking, and client relationship development.
• Professionalism, integrity, and a client-focused approach.
• Ability and willingness to obtain and maintain necessary licenses and registrations.
• Ability to meet applicable background screening and regulatory requirements.

Nice To Haves

• Previous experience in sales, education, customer service, operations, management, or other relationship-focused roles.
• Bachelor's degree or equivalent relevant professional experience.
• Interest in financial planning, insurance, retirement strategies, or personal finance.
• Experience managing client relationships or working in a goal-oriented environment.

Responsibilities

• Complete the required training program and obtain applicable professional licenses and registrations.
• Build and maintain client relationships through networking, referrals, community involvement, and professional connections.
• Meet with clients to assess financial goals, protection needs, cash flow, and retirement objectives.
• Use financial planning and modeling tools to evaluate client needs and develop appropriate recommendations.
• Educate clients about life insurance, disability income protection, and retirement planning options within the scope of applicable licenses.
• Maintain accurate client information and documentation while following regulatory and compliance requirements.
• Provide ongoing client support and help clients adjust financial strategies as their needs evolve.
• Participate in continuing education, professional development, and mentorship activities.

Benefits

• Sponsored training and licensing support for required Life and Health licenses and applicable securities registrations.
• Comprehensive onboarding and structured professional training.
• One-on-one mentorship from experienced financial professionals.
• Access to administrative resources and marketing support.
• Continuing education and opportunities for professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed