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Job Post Details
Financial Service Consultant - job post
Job details
Pay
- Up to $300,000 a year
Job type
- Part-time
- Casual
- Permanent
- Full-time
Benefits
Pulled from the full job description
- Life insurance
- Disability insurance
- Work from home
- Flexible schedule
Full job description
Financial Services Representative
Remote | Part-Time or Full-Time | Training & Mentorship Provided
About the Role
Unstoppable Financial is expanding its team and is seeking motivated individuals interested in developing a career in financial services.
The Financial Services Representative works with individuals and families to understand their financial goals, provide financial education, and assist clients with appropriate insurance and financial solutions.
Previous financial-services experience is not required. Successful candidates receive structured training, mentorship, and support as they complete the applicable licensing and regulatory requirements.
Key Responsibilities
- Conduct client discovery conversations to understand financial goals and needs
- Provide financial education and explain available insurance and financial solutions
- Develop and maintain professional client relationships
- Follow up with prospective and existing clients
- Prepare and complete client applications and required documentation
- Participate in ongoing training, coaching, and professional development
- Maintain accurate client records and follow applicable compliance requirements
- Work collaboratively with a supportive remote team
What We're Looking For
We are looking for individuals who are:
- Strong communicators who enjoy working with people
- Coachable and willing to learn
- Self-motivated and organized
- Professional and comfortable working independently
- Interested in developing a career in financial services
- Committed to providing clients with education and professional service
- Open to completing required licensing and training
Previous sales or financial-services experience is an asset, but it is not required.
What We Provide
- Structured training and mentorship
- Remote work environment
- Flexible scheduling
- Part-time or full-time opportunity
- Ongoing professional development
- Access to a broad range of financial and insurance solutions
- Support from an experienced team
- Opportunity to develop long-term professional relationships with clients
Compensation
This is a performance-based, commission-compensated position. Compensation is based on completed business and individual production. Earnings are not guaranteed and vary according to performance.
Candidates begin with training and licensing requirements. Once licensed, representatives can earn commission from participating financial and insurance companies when helping clients with approved financial solutions.
Applicants should understand the compensation structure before accepting the position.
Work Environment
This is a remote position serving clients across Canada. Candidates must have a reliable internet connection, computer, and professional workspace.
Applicants must meet applicable provincial licensing and regulatory requirements before providing regulated financial services.
About Unstoppable Financial
Unstoppable Financial is a financial-services organization focused on financial education, insurance solutions, and helping individuals and families make informed financial decisions.
Our team emphasizes professional development, mentorship, education, and client-focused service.
How to Apply
If you are interested in developing a career in financial services and believe this role aligns with your goals, submit your application through Indeed.
Job Types: Full-time, Part-time, Permanent, Casual
Pay: Up to $300,000.00 per year
Benefits:
- Disability insurance
- Flexible schedule
- Life insurance
- Work from home
Work Location: Remote