Financial Service Representative

Job description About the job About Our Company Finera Financials is an independent full-service financial services firm dedicated to helping families, individuals, and businesses achieve their financial goals. Our firm is regulated by Finera while being non-captive, allowing us to represent a variety of A+ rated companies to provide client-focused, comprehensive financial services. We foster a collaborative and supportive work environment where you can learn and grow alongside experienced professionals. We seek highly motivated, capable, and committed business partners who are driven by an entrepreneurial mindset and the ability to self-motivate and create their own opportunities. About the Job This position offers the flexibility to work fully remote, making it ideal for those seeking a career change, a flexible work environment, or an opportunity to enhance their professional growth. No prior experience is required, as we provide a comprehensive training program and mentorship to help you succeed. Our firm provides consultations on: Asset protection Debt management Indexed strategies Retirement plans Children’s head-start plans Life insurance Annuities Business owner strategies This is a fully remote position with flexible hours and career advancement opportunities. Work Types Part-time Full-time Referral Partnership Many start out as part-time or referral partners and transition to full-time, allowing flexibility in balancing current commitments while building a career in financial services.Skills Strong understanding of financial and life insurance concepts (or willingness to learn) Excellent communication and interpersonal skills to build rapport with clients Active listening and problem-solving to understand and address unique client needs Ability to explain complex financial information in a clear and concise manner Proactive and self-motivated with a strong work ethic Although prior financial experience is not required, the following skills are beneficial: Leadership Public Speaking Sales Customer Service Marketing Entrepreneurship Responsibilities Connect with potential clients through referrals, networking, and community engagement Develop Financial Need Analysis (FNA) for clients Provide financial planning and support tailored to individual needs Support investment professionals in cultivating client relationships Educate clients on available products and coverage options Customize policies to fit unique client needs Qualifications No prior experience needed (comprehensive training and mentorship provided) Life and Health Insurance License preferred but not required If unlicensed, candidates must be willing to study and pass the exam for the state they reside in We provide guidance and resources to assist with the licensing process Most new professionals can complete the studying and testing within 5-14 days Additional licensing opportunities available for those interested in expanding their expertise Requirements Must pass a background check Must have a U.S. Social Security Number Must currently reside in the United States during the hiring and licensing processes Must be 18+ years old (federal requirement) Why Join Finera Financials?Comprehensive Training and Mentorship: Learn from industry experts and gain valuable skills through ongoing development programs. Career Growth and Advancement: Opportunity to build a rewarding career with potential for leadership roles. Flexibility and Work-Life Balance: Enjoy the freedom to work remotely. Supportive Team Environment: Collaborate with a team that values growth, integrity, and client-focused solutions. Powered by JazzHR