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Entry level Financial Professional Job

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Employer: Heidi Conway
SpiderID: 14219907
Location: Remote, Washington
Posted: 8/6/2026
Wage: Performance Based
Priority Review Date: 11/4/2026
Job Code / NOC / SOC:
Category: Finance/Investment
Job Description:
APPLICANTS MUST RESIDE IN THE UNITED STATES***

This an opportunity in leadership with a focus on educating our clientele on financial concepts and options available to them.

Our mission and vision is to impact our communities through financial literacy, as well as offering the best-in-class financial products and services.

We are a team-oriented environment. If you feel you meet the qualities below, we would love to hear from you.

Performance based pay - with opportunity for renewals and residuals (Passive Income)

Associates are required to have a Life Producer License or be willing to attain one.

Qualities we're looking for:

Entrepreneurial
Ambitious
Self-motivated
Team Player
Coachable
Integrity and strong sense of ethics
Passion for helping people
Strong interpersonal skills
Enjoys working in a fast-paced environment
This Job Is Ideal for Someone Who Is:

Competitive
Achievement-oriented
Growth focused
Inventive
This Company Describes Its Culture as:

Team-oriented
People focused
Innovative
By joining our team, you'll have access to:

The opportunity to pursue leadership and specialized roles
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
Exceptional income potential, as your hard work will directly relate to your sales results (Up front incentive AND recurring revenue)
Our financial representatives are compensated through: commissions, bonuses, repeat business, and client retention
An award-winning training program to help you get started
Mentorship and professional development training throughout your entire career
Responsibilities of the Role:

Assist in financial analysis and planning for clients.
Utilize financial software to track and analyze client data.
Engage in customer relationship management to ensure client satisfaction.
Collaborate with team members on research and financial services.
Uphold confidentiality and compliance with financial regulations.
Benefits:

Uncapped Income potential
Growth within the company
Flexible schedule
Professional development
Work Location:

Multiple locations
100% Remote
Company Profile:
Prevail Financial is a financial services platform dedicated to helping individuals and families secure their financial future, build wealth, and create lasting legacies. 1 We bridge the gap in financial literacy by connecting clients with licensed professionals who provide personalized financial education, strategic wealth planning, and top-tier financial products. 2 Beyond serving clients, Prevail is a leadership movement that equips independent entrepreneurs and financial professionals with the tools, mentorship, and platform needed to grow thriving, impactful businesses. 1
Contact Information:
Contact Name: Heidi Conway Type: Recruiter
Company:
Web Site: https://www.prevailfinancialgroup.com