Remote Financial Services Representative

Job overview

The Remote Financial Services Representative role is fully remote; the posting describes a remote work environment without specifying a geographic scope. Potential annual earnings are $60,000–$160,000+, depending on performance, effort, and time commitment. Reid Agency offers training, mentorship, and development for people entering financial services. The representative meets prospective clients virtually, learns about their financial protection needs, explains available solutions, and recommends products suited to individual needs. The role builds client relationships and follows a supported sales process while participating in ongoing training.

What you'll do

• Meet prospective clients virtually
• learn about clients’ financial protection needs
• educate clients on available solutions
• recommend products based on individual needs
• build long-term client relationships
• participate in ongoing training and development
• follow the sales process with support from experienced leaders.

What we're looking for

Skills & competencies

financial services representative

remote

part-time

fort worth tx

reid agency

client meetings

financial protection

product recommendations

client relationships

training provided

mentorship

performance bonuses

$60k–$160k+ potential

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible full-time and part-time schedules
• training and ongoing development
• one-on-one mentorship and team support
• performance bonuses and incentives
• career advancement and leadership opportunities.

Why this role

The posting says no previous sales or financial services experience is required and describes the opportunity as 1099 independent contractor work.

About the employer

Reid Agency is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.