Financial Services Representative

Experior Financial
  • Cheektowaga, NY
  • Remote
  • $75,000–$95,000 Per Year
  • Full-time
  • Instant Apply
1 day ago

Job Description

Are you motivated, ambitious, and looking for a career where your hard work can create unlimited growth opportunities?

Experior Financial is expanding, and we are seeking motivated individuals to join our growing team of Financial Services Representatives.

We provide comprehensive training, mentorship, and ongoing support to help you build a successful career in financial services, even if you have no previous industry experience.

Our representatives help individuals and families protect their income, plan for retirement, build financial security, and achieve their long-term financial goals.

What We Offer:

Remote work opportunities with a flexible schedule
Comprehensive training and mentorship
Competitive commission-based compensation
Performance bonuses and advancement opportunities
Access to a wide range of financial products from leading insurance companies
Leadership development and opportunities to build your own team
Supportive, team-oriented environment
Part-time and full-time opportunities

Job Responsibilities

Educate individuals and families about life insurance, retirement planning, and financial protection strategies.
Meet with prospective clients virtually or in person to understand their financial needs and goals.
Recommend suitable financial products and solutions based on each client's individual circumstances.
Build and maintain strong, long-term client relationships.
Participate in weekly professional development and training sessions.
Develop new client relationships through networking, referrals, and marketing activities.
Maintain accurate client records and follow company compliance guidelines.
Work toward individual production and professional growth goals.
Collaborate with experienced financial professionals and leadership mentors.
Develop leadership skills with opportunities for career advancement and team building.

Numbers & Facts

LocationCheektowaga, NY (
Remote
)
Job TypeFull-time
Salary$75,000–$95,000 Per Year

Qualifications

No previous financial services experience required. Training is provided.
Strong communication and interpersonal skills.
Self-motivated, dependable, and goal-oriented.
Entrepreneurial mindset with a desire for professional growth.
Comfortable working independently and remotely.
Basic computer skills and ability to attend virtual meetings.
Willingness to learn new skills and participate in ongoing training.
Sales, customer service, management, or business ownership experience is a plus.
Must be at least 18 years old.
Must obtain and maintain the appropriate state insurance license before conducting licensed activities.

About Company


We are a growing financial services organization dedicated to helping individuals and families build stronger financial futures through education, protection, and long-term financial strategies.

Our team provides access to a variety of financial solutions, including life insurance, retirement planning, annuities, and other financial protection strategies. We focus on educating clients so they can make informed decisions based on their individual goals and needs.

We are also committed to developing people and creating opportunities for individuals who want to build a career in financial services. Our organization provides training, mentorship, leadership development, and a supportive team environment.

With a flexible remote business model, team members have the opportunity to build client relationships, develop sales and leadership skills, and grow their business while helping others pursue their financial goals.

Skills

  • Training/Teaching
  • Financial Services
  • Customer Experience
  • Leadership
  • Insurance Sales
  • Management Consulting
  • Customer Relations

Skills

  • Financial Servicesunmatched
  • Insuranceunmatched
  • Leadershipunmatched
  • Mentoringunmatched
  • Retirement Planningunmatched
  • Team Buildingunmatched
  • Team Lead/Managerunmatched
  • Team Playerunmatched
  • Training/Teachingunmatched

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