Financial Services Representative Job
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Employer:
SpiderID: 14067570
Location: DALLAS, Texas
Posted: 9/18/2025
Wage:
Priority Review Date: 12/17/2025
Job Code / NOC / SOC:
Category: Insurance
Job Description:
About the Role
We are seeking motivated individuals to join our growing team as Financial Services Representatives. In this role, you will help families plan for their financial future, protect what matters most, and build strategies for retirement and wealth transfer. You’ll also have the opportunity to develop leadership skills and make a meaningful impact in your community by guiding others toward financial success.
What You’ll Do
Educate families on financial solutions such as life insurance, retirement strategies, and legacy planning.
Meet with clients to understand their needs and recommend tailored solutions.
Build long-term relationships with individuals and families to support their financial goals.
Participate in professional development and training to expand your knowledge and skills.
Develop leadership qualities with the option to mentor others within the organization.
What We Provide
Comprehensive training program (no prior experience required).
Flexible schedule – full-time or part-time.
Career growth opportunities including leadership and management tracks.
Access to industry-leading financial products and services.
A supportive, mission-driven team environment.
Who We’re Looking For
Strong communication and people skills.
Self-motivated and goal-oriented.
Passionate about helping others achieve financial security.
Willingness to learn and grow in the financial services industry.
Background in sales, customer service, teaching, or leadership is a plus, but not required.
Compensation
Commission-based with performance bonuses and incentives.
Unlimited earning potential with opportunities for advancement.
We are seeking motivated individuals to join our growing team as Financial Services Representatives. In this role, you will help families plan for their financial future, protect what matters most, and build strategies for retirement and wealth transfer. You’ll also have the opportunity to develop leadership skills and make a meaningful impact in your community by guiding others toward financial success.
What You’ll Do
Educate families on financial solutions such as life insurance, retirement strategies, and legacy planning.
Meet with clients to understand their needs and recommend tailored solutions.
Build long-term relationships with individuals and families to support their financial goals.
Participate in professional development and training to expand your knowledge and skills.
Develop leadership qualities with the option to mentor others within the organization.
What We Provide
Comprehensive training program (no prior experience required).
Flexible schedule – full-time or part-time.
Career growth opportunities including leadership and management tracks.
Access to industry-leading financial products and services.
A supportive, mission-driven team environment.
Who We’re Looking For
Strong communication and people skills.
Self-motivated and goal-oriented.
Passionate about helping others achieve financial security.
Willingness to learn and grow in the financial services industry.
Background in sales, customer service, teaching, or leadership is a plus, but not required.
Compensation
Commission-based with performance bonuses and incentives.
Unlimited earning potential with opportunities for advancement.
Job Criteria:
Start Date:
Position Type: Part-Time Permanent
Experience:
Education:
Travel:
Vacation:
Contact Information:
| Contact Name: Erik Sowell | Type: |
| Company: |