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Fully remote Financial Services Representative role focused on prospecting, client relationship development, financial discovery meetings, needs analysis, and recommendations involving insurance and retirement solutions. The position provides structured training, mentorship, licensing support, and administrative assistance. Candidates need strong communication, organization, ethical judgment, and willingness to network and build a client base. Prior financial services experience is not required, though sales or relationship-development experience and a degree are preferred.

Supports senior advisors with client financial analysis, macroeconomic modeling, case implementation, relationship management, annual reviews, and business development events. Participates in client meetings and handles operational inquiries while progressing through licensing, training, and a three-year path toward Lead Advisor status.

Build and maintain client relationships through prospecting, networking, discovery meetings, and ongoing service. Assess financial goals and protection needs using financial modeling software, then recommend insurance and retirement solutions within licensing requirements. Complete training, obtain required licenses and registrations, maintain compliant client records, and participate in continuing education. This fully remote W-2 role provides mentorship, administrative support, and performance-based compensation.

Provides comprehensive financial planning and wealth management for individuals, families, and business owners. Develops customized retirement, estate-planning, and asset-protection strategies; builds regional client networks through CPA alliances and marketing channels; and maintains high-touch relationships. The role supports independent practice ownership through mentorship, administrative assistance, client-book acquisition opportunities, and succession planning.

Own paid advertising and organic social media programs, including campaign planning, budget pacing, optimization, content calendars, creative coordination, publishing, community management, and performance reporting. Connect advertising, CRM, and call-tracking data to qualified-lead outcomes, run structured tests, and present recommendations. The role also requires compliance with privacy, platform, licensing, and legal advertising procedures.

Participate in structured licensing and financial planning training, conduct consultative discovery conversations, evaluate client financial needs, and design asset-protection, disability, and retirement solutions using financial modeling software. Build a local advisory practice through community, professional, and personal-network engagement. The role includes mentorship, sponsored licensing, administrative support, marketing assistance, and performance-based commissions with uncapped earning potential.

Supports senior advisors with client data analysis, macroeconomic financial modeling, client meetings, case implementation, annual reviews, relationship management, and business development events. The role includes administrative follow-up, client service, educational marketing activities, licensing support, and a structured path toward Lead Advisor status. Candidates should have 1–3 years of relevant experience, an active Life and Health Insurance license, and preferably FINRA securities licenses.

Participate in structured financial planning and licensing training, conduct consultative client discovery conversations, design asset-protection, disability, and retirement solutions, and build a local advisory business through community and professional networking. The role offers mentorship, administrative and marketing support, sponsored licensing, startup financing, and performance-based commissions with uncapped earning potential.

Supports senior advisors by analyzing client data, preparing financial models, participating in client meetings, coordinating case implementation and annual reviews, managing existing client relationships, and assisting with business development workshops and marketing events. The role requires or encourages securities and insurance licensing, provides training and sponsorship, and offers a structured path toward Lead Advisor status.

Participate in structured licensing and financial planning training, conduct consultative client discovery conversations, assess financial needs, and design asset-protection, disability, and retirement solutions. Build a local advisory practice through community engagement, professional networking, and personal outreach while managing an autonomous entrepreneurial schedule.