Entry-Level Financial Professional

Financial Services Representative

Remote Part-Time or Full-Time U.S.-Based

Prestige Partners is expanding its team of Financial Services Representatives and is seeking motivated professionals interested in building a career in financial services.

In this role, you will work directly with individuals, families, and business owners to understand their financial goals and provide education on areas such as retirement planning, life insurance, income protection, and long-term financial strategies.

Our representatives receive structured training, mentorship, and ongoing support as they develop their knowledge of financial products, client communication, and professional relationship management.

Responsibilities

• Meet with clients to understand their financial goals and priorities

• Provide education on retirement, protection, and financial planning strategies

• Develop and maintain client relationships

• Conduct client follow-ups and assist with the application process

• Complete required product and industry training

• Participate in team training and professional development

• Maintain accurate client records and communication

• Develop knowledge of financial products and insurance solutions

Qualifications

• Strong communication and interpersonal skills

• Professional, reliable, and organized

• Comfortable working independently and as part of a team

• Willingness to learn financial products and industry regulations

• Strong interest in client service and relationship development

• Previous experience in sales, customer service, business development, management, or financial services is a plus

• Previous financial-services experience is not required

Licensing

A Life & Health Insurance License is required to conduct insurance business. Candidates who do not currently hold the required license must be willing to obtain it. Licensing requirements and preparation guidance are provided.

Training & Support

• Structured onboarding and product training

• Ongoing professional development

• Mentorship and leadership support

• Technology and systems for client communication and follow-up

• Opportunities to develop additional responsibility and leadership skills

Compensation

This is a production-based position with incentive compensation. Earnings are based on individual production and vary by experience, activity, and results. This position does not include a guaranteed salary or guaranteed income.

Who This Role May Be a Good Fit For

This opportunity may be a strong fit for professionals with experience in sales, customer service, business development, insurance, banking, real estate, or other client-facing roles who are interested in developing their career in financial services.

U.S. residency required.

If you are interested in learning more about the position and the training process, we invite you to apply.