What are the responsibilities and job description for the Financial Services Representative position at John Kunz Financial?
About the Opportunity
John Kunz Financial, affiliated with World Financial Group, is expanding. We are looking for motivated, coachable individuals who want to learn the financial-services business while helping families and business owners build financial confidence and protect what matters most.
No previous financial-services experience is required. This opportunity may be started part-time alongside your current career and expanded as your business grows. Training, mentorship, technology, and a structured educational system are available to help qualified individuals develop the necessary knowledge and skills.
What You’ll Learn and Do
• Help individuals and families better understand financial concepts and protection strategies
• Identify client needs through educational conversations
• Once licensed, assist clients with solutions involving life insurance, living benefits, retirement strategies, long-term care, and related financial-services needs.
• Build relationships through networking, referrals, and community outreach
• Participate in ongoing training, mentorship, and professional development
• Complete all required licensing and company training before conducting regulated activities
Who We’re Looking For
• Self-motivated, dependable, and coachable individuals
• Strong communication and relationship-building skills
• A genuine desire to help families and business owners
• Willingness to learn, grow, and follow established compliance procedures
• Ability to work independently in a remote environment
• Willingness to obtain any required state insurance licenses
Important Compensation and Licensing Information
This is an independent, performance-based opportunity—not a guaranteed salaried or hourly position. Compensation is primarily commission-based and depends on individual activity, completed business, licensing, and applicable company guidelines. Earnings are not guaranteed.
Candidates who are not currently licensed must complete the required pre-licensing education, examination, background requirements, and appointment process before conducting regulated financial-services activities. Associated licensing or training expenses may apply.
John Kunz Financial is affiliated with World Financial Group. Product availability, licensing requirements, and permitted activities vary by state.