What are the responsibilities and job description for the Financial Representative | Part-Time | Full-Time | Hybrid position at Confidential?
We are actively growing our licensed team and seeking motivated individuals who want a professional career in the financial industry with full training and licensing support provided.
─────────────────────────────
POSITION OVERVIEW
─────────────────────────────
As a Licensed Financial Representative, you will work directly with families to assess their financial needs, recommend appropriate protection and savings solutions, and build a loyal client base.
─────────────────────────────
LICENSING & TRAINING INCLUDED
─────────────────────────────
- Florida Life & Annuity License (2-14) — fully sponsored
- Investment Licenses — fully sponsored
- Mortgage License — fully sponsored
- Virtual onboarding and ongoing training — included
- Personal mentorship from licensed leadership — included
─────────────────────────────
RESPONSIBILITIES
─────────────────────────────
- Conduct financial needs assessments (virtual or in-person)
- Present and recommend financial protection and savings products
- Maintain and grow a personal client portfolio
- Participate in weekly team training and development meetings
─────────────────────────────
QUALIFICATIONS
─────────────────────────────
- No prior financial services experience required — full training provided
- Strong interpersonal and communication skills
- Self-motivated with an entrepreneurial mindset
- Bilingual (English/Spanish) strongly preferred
- High school diploma or GED required
- Must be 18 and legally authorized to work in the United States
- Must be able to pass a state licensing background check
─────────────────────────────
COMPENSATION & BENEFITS
─────────────────────────────
- Commission-based income with no cap — $750 – $2,000 per week
- Performance bonuses and incentive programs
- Flexible schedule — part-time or full-time
- Hybrid work environment — remote occasional in-person meetings in our Miami Lakes office.
─────────────────────────────
To apply: Submit your application and our leadership team will contact qualified candidates to schedule an interview.
Pay: $750.00 - $2,000.00 per week
Benefits:
- Flexible schedule
Work Location: Hybrid remote in Hialeah, FL 33018
Salary : $750 - $2,000