Financial Services Representative

Wisepath Group • Hunt Valley, MD

1d • $50,000 - $120,000 • Remote

About The Position

This fully remote, W-2 opportunity is for a professional interested in starting or transitioning into financial services. The practice helps individuals and families strengthen financial protection, manage cash flow, and prepare for retirement. Previous financial services experience is not required. The role provides structured training, experienced mentorship, administrative support, and professional development.

The representative will learn financial planning principles, client acquisition methods, and how to develop recommendations based on clients’ needs. Working with an experienced mentor, the representative will build client relationships and develop a practice. Success requires proactive prospecting, networking, consistent follow-through, and a commitment to client service.

Compensation is performance-based through commissions and eligible renewal compensation, with uncapped earning potential. Estimated annual earnings are $50,000–$120,000; this is a potential earnings range, not a guaranteed salary or minimum income. Actual earnings depend on production and the applicable compensation agreement. Training and professional support include sponsored licensing and training, structured instruction, practical training, ongoing mentorship, access to startup financing programs and transition allowances subject to eligibility and program terms, back-office administrative support, local marketing assistance, and continuing education. The hiring practice will explain compensation, licensing sponsorship, and any conditions associated with financial support during selection.

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 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

• Sponsored licensing and training for required Life and Health licenses and applicable securities registrations.
• Structured instruction, practical training, and ongoing mentorship.
• Access to startup financing programs and transition allowances, subject to eligibility and program terms.
• Back-office administrative support and local marketing assistance.
• Continuing education and professional development opportunities.

What This Job Offers

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