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Financial Services Representative
Job
Cook & Associates
Remote
$62,543 Salary, Full-Time
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Job Description
Financial Services Representative Job Summary We're looking for motivated, people-oriented individuals to join our growing financial services team. In this role, you'll work directly with individuals and families to help them build a stronger financial future through services such as life insurance, retirement strategies, investments, and financial education. This is more than just a sales position — it's an opportunity to make a real impact in people's lives while building a rewarding career with unlimited growth potential. No previous experience in financial services is required. We provide paid training, mentorship, and assistance with obtaining all necessary licenses. We're simply looking for hardworking individuals with a positive attitude and a genuine heart to serve others. What You'll Do Meet with individuals and families to understand their financial goals and needs Help clients create personalized financial game plans Educate clients on products and services including life insurance, retirement accounts, investments, and more Build relationships through networking, referrals, social media, and community outreach Maintain communication with clients and provide ongoing support Participate in team trainings, leadership development, and mentorship programs Help families make informed financial decisions that protect their future What We're Looking For Strong communication and people skills Self-motivated and coachable attitude Desire to help others and make a difference Positive mindset with willingness to learn Ability to work independently and with a team Previous sales, customer service, or leadership experience is a plus, but not required What We Offer Paid training provided Licensing assistance and support Flexible schedule options Performance-based income with uncapped earning potential Leadership and advancement opportunities Positive team culture and mentorship Opportunity to build both part-time or full-time income If you're looking for a career where you can grow personally, professionally, and financially while helping others along the way, we'd love to connect with you.