Financial Services Representative
Invictus Agency Group
- 18 days ago
- Remote
- $32,000–$130,000 Per Year
- Contractor
- Full-time
- Part-time
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Skills
- Brokerageunmatched
- Financial Servicesunmatched
- Mentoringunmatched
- Training/Teachingunmatched
Description
Do you have a passion for helping individuals and families build a stronger financial future? Are you looking for a career that offers flexibility, unlimited income potential, personal growth, and the opportunity to work with a financial brokerage that is education first approach?
Whether you're an experienced professional or just beginning your career, we provide the training, mentorship, and support you need to succeed. Join our team as a Financial Services Representative and help educate families while building a rewarding career with purpose.
Job Responsibilities
- You will expertly educate and assist clients to diversify their financial potfolio.
- Work with clients to establish short-term and long-term financial goals, such as retirement, education funding, or manage debt.
- Prepare clients for a secure retirement.
- Advise on insurance needs to protect against financial risks, such as, health issues, disability, or property loss.
- Assist with planning for the transfer of assets and wealth to heirs, including wills, trusts, and other estate planning tools.
- Assist clients with college accounts.
- Assist clients with their 401k, TSP, 403b, IRA, or Roth IRA
- Potential to become a broker within the firm to train and develop other agents
- Paid based on performance (100 Percent Commission)
Numbers & Facts
| Location | (Remote) |
| Job Type | Contractor, Full-time, Part-time |
| Salary | $32,000–$130,000 Per Year |
| Company Size | 5001 - 10000 |
| Headquarters | Chino Hills, CA, US |
| Additional Compensation | Commission, Bonus |
| Website | https://invictusagencygroup.com/ |
Qualifications
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
- Job seekers must already have or be willing to obtain the required licensing.
Open to embracing the industry and becoming educated about its relevant state and federal regulations. - This position offers a flexible schedule at a 100% work from home capacity.
Experience is not required due to our world class training program. - Unlimited earning potential (commission), multiple streams of income (personal producer, agency bonus, yearly renewal, stock options, profit sharing, etc.)
- Occasionally, there will be a once-a-month in-person event, meeting, and/or convention that will be required to attend, if permitted.
Skills
- Financial Services
- Property and Casualty Insurance
- Insurance Sales
- Private Wealth Management
- Retail Banking
- Credit and Collections
- Home Equity Loans
- Online Banking
- Cross-Selling
- Health Insurance
- Commercial Banking
- Small Business
- Sales Training
- Servant leadership
- Private Banking
- Education
Benefits
Performance Bonus, Flexible Schedule, Life Insurance, Stock Options, Employee Events, Free Food and Drinks, Professional Development, Work From Home
About Company
At Invictus Agency Group, our mission is simple: to create a place where people from all walks of life feel comfortable, understood, and genuinely cared for as they work toward their financial goals.
Our journey began with humble beginnings. Growing up in a lower-income family, my wife and I were never taught the importance of financial planning, estate planning, or protecting the people and assets we valued most. Everything changed in 2014 when we were introduced to the financial services industry. The education, mentorship, and opportunity inspired us to become licensed professionals and dedicate our lives to helping others.
Today, more than a decade later, our passion remains the same. We are committed to educating individuals, families, and business owners from all backgrounds so they can make informed financial decisions with confidence.
We believe education comes before recommendations, relationships come before transactions, and every person deserves access to financial knowledge—regardless of their income, experience, or stage of life.
Every day, we ask ourselves one question: Who can we serve, educate, and positively impact today?
If you're looking for more than just a job—if you're looking for a career where you can make a meaningful difference while growing personally and professionally—we'd love to meet you.