Financial Services Representative

Wisepath Group • Scottsbluff, NE

4d • Remote

About The Position

We are seeking enthusiastic, career-driven individuals to join a growing financial services practice as Financial Services Representatives. This fully remote role is an opportunity to develop industry knowledge, build client relationships, and pursue a long-term career in financial services. No previous financial services experience is necessary; applicants from varied professional backgrounds are welcome.

Representatives assist individuals and families in identifying financial priorities, understanding available solutions, and planning for short- and long-term objectives. Structured onboarding, professional training, licensing preparation, and mentorship support the development of product knowledge, client relationship management, and familiarity with industry regulations. The role suits proactive, personable, organized people who are comfortable building relationships through networking, referrals, and community engagement.

Requirements

• Excellent verbal and written communication skills.
• Strong interpersonal abilities and a genuine interest in helping individuals achieve their financial goals.
• Ability to work independently, manage priorities, and maintain productivity in a remote setting.
• Confidence in initiating conversations, networking, and building professional relationships.
• Strong organizational skills, attention to detail, and consistent follow-through.
• High standards of professionalism, integrity, and ethical conduct.
• Willingness to complete required licensing programs and maintain applicable registrations.
• Ability to meet regulatory, licensing, and background verification requirements.

Nice To Haves

• Background in customer service, sales, education, business operations, management, or related fields.
• Bachelor's degree or equivalent combination of education and professional experience.
• Interest in personal finance, insurance products, financial protection, and retirement planning.
• Previous experience in client-facing positions or relationship management.
• Demonstrated initiative and ability to work toward professional development goals.

Responsibilities

• Participate in comprehensive training and complete the licensing and registration requirements necessary for the position.
• Identify and connect with prospective clients through referrals, networking activities, professional associations, and community outreach.
• Conduct client consultations to understand financial objectives, existing coverage, cash flow, and future planning needs.
• Use financial planning tools and resources to evaluate client circumstances and identify suitable recommendations.
• Explain financial protection and retirement planning solutions, including life insurance and disability income protection, within applicable licensing guidelines.
• Develop and maintain positive, long-term client relationships through regular communication and ongoing support.
• Maintain organized and accurate client records while adhering to applicable industry regulations and internal procedures.
• Collaborate with mentors and other professionals to strengthen product knowledge and improve client service.
• Stay informed about industry developments through ongoing training and professional education.

Benefits

• Structured onboarding and comprehensive industry training.
• Licensing preparation and sponsorship support for applicable Life and Health licenses and securities registrations.
• Personalized coaching and mentorship from experienced industry professionals.
• Access to administrative tools, operational resources, and marketing assistance.
• Continuing education and ongoing professional development.
• Opportunities to expand industry expertise and strengthen client relationship management skills.

What This Job Offers

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