What are the responsibilities and job description for the Financial Services Representative | Flexible Schedule position at Independent Agent?
We’re currently interviewing individuals interested in a flexible remote opportunity in the financial services industry.
This role focuses on helping individuals and families protect their financial future through life insurance and financial education. You’ll work alongside a supportive team that provides training, mentorship, and ongoing personal and professional development.
No experience? No problem. Whether you’re already licensed, newly licensed, or completely new to the industry, we provide guidance every step of the way.
What You’ll Do:
- Meet with individuals and families to discuss financial protection needs
- Educate clients on life insurance and related financial solutions
- Follow a simple, proven system for appointments and recommendations
- Attend virtual trainings and team development sessions
- Build lasting client relationships
- Grow into leadership and management opportunities over time
Why Join Our Team:
- Flexible schedule with remote work options
- Part-time and full-time opportunities available
- Comprehensive training for new agents
- Supportive mentorship and team culture
- Performance-based income growth
- Advancement opportunities without corporate limitations
What We’re Looking For:
- Strong communication and people skills
- Self-motivated, reliable, and professional individuals
- Coachable and open to personal growth
- Ability to pass a background check
- Insurance license preferred, but not required
This Opportunity Is Great For:
- Career changers
- Sales and customer service professionals
- Entrepreneurs and self-starters
- Individuals seeking additional income streams
- Those looking for flexibility outside of a traditional office setting
Compensation & Benefits:
- $50,000 – $160,000 annually
- Flexible schedule
- Remote work opportunities
- Ongoing mentorship and development
- Referral program
Application Questions:
- If not currently licensed, are you open to obtaining a license?
- How soon are you looking to make a career move?
Preferred Certification:
- Life Insurance License
Pay: $50,000.00 - $180,000.00 per year
Work Location: Hybrid remote in San Mateo, CA 94402
Salary : $50,000 - $160,000