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Remote Licensed Financial Services Rep

Posted 4 months ago
0-2 years experience
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AI Summary

Connect with clients to educate them on financial services and recommend tailored solutions to protect their financial future. Manage a remote sales pipeline and participate in ongoing professional development and coaching.

Licensed Financial Services Representative – Remote

Roethlisberger Life Group

At Roethlisberger Life Group, we believe financial protection should be simple, honest, and centered around what matters most — helping families build security and long-term peace of mind. We are committed to protecting families while developing agents into confident, successful professionals through mentorship, training, and a people-first culture.

Founded on values like integrity, personal growth, teamwork, service, and doing the right thing even when no one is watching, our agency was built to provide real opportunities for individuals who want to grow a meaningful career while making a lasting impact on others.

We are currently hiring motivated individuals for a Licensed Financial Services Representative role — a fully remote, 1099, commission-based opportunity focused on helping families protect their financial future.

About the Role

This position is best suited for individuals who already understand:

  • Working on commission
  • Managing a sales pipeline
  • Following a proven sales process
  • Handling objections professionally
  • Maintaining consistency with daily activity and follow-up

As a Licensed Financial Services Representative, you will work directly with individuals and families to help them secure solutions tailored to their goals and needs. You’ll have access to proven systems, structured training, and one-on-one mentorship designed to help you succeed without being left on your own.

What You’ll Do

  • Connect with clients who have requested information
  • Educate families on services and strategies
  • Follow a proven sales process to identify client needs and recommend appropriate solutions
  • Manage your pipeline, appointments, and follow-up activities in a remote environment
  • Build trust-based client relationships through honest communication and service
  • Participate in ongoing training, coaching, and professional development opportunities
  • Work independently while remaining connected to a collaborative and supportive team culture

What We Provide

  • Access to warm leads
  • No inventory, fulfillment, or territory restrictions
  • 100% remote work with flexible scheduling
  • Structured training, one-on-one mentorship and hands-on support
  • Licensing guidance from start to finish (typically completed online in 7–10 days)
  • Proven systems and sales processes designed for long-term success
  • Performance-based compensation with uncapped earning potential
  • Opportunities for residual income and long-term business growth

What We’re Looking For

  • Prior sales experience preferred
  • Strong communication and relationship-building skills
  • Professionalism, self-discipline, and strong work ethic
  • Ability to manage activity independently in a remote setting
  • Coachable mindset and willingness to follow proven systems
  • Ability to obtain a state insurance license (we guide you through the process)

Why Join Roethlisberger Life Group?

At Roethlisberger Life Group, we’re building a culture focused on mentorship, growth, integrity, and helping people create better futures for their families and themselves. Our leadership team believes in hands-on coaching, real support, and creating an environment where driven individuals can grow into long-term careers.

If you’re looking for a remote opportunity where your effort directly impacts your income, growth, and future — we’d love to connect with you.

Apply Now

Ready to see if this opportunity is the right fit for you?

Apply today and connect with the Roethlisberger Life Group team to learn more about building a rewarding career in financial services.

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