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North Meets South Financial, LLC

Financial Strategist

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Services Representative

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$68,234 / year median in the U.S.

+5% projected growth

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Job Description

Financial Strategist North Meets South Financial, LLC Palm Bay, FL Job Details Part-time | Full-time From $30,000 a year 1 day ago Benefits Stock options Financial planning services Professional development assistance Flexible schedule Qualifications Wealth management Financial sales Customer service Business development Creativity Experience practicing in the securities industry Full Job Description About Us Remote Opportunity North Meets South Financial LLC is expanding nationwide and seeking motivated Financial Strategists to join our team. This is not a traditional 9-5 job—it's an entrepreneurial opportunity to build a career in financial services with unlimited earning potential . We provide the mentorship, training, and proven system. You bring the drive to succeed and the commitment to obtain the required state license (Life & Health).
Pay:
This is the minimum projected annualized earnings based on performance. There is no cap on commissions—top performers exceed $100K+ annually.
What You'll Do:
Meet with clients virtually to design personalized financial strategies Educate families on wealth-building, debt management, and asset protection principles Build your own client base with the support of our mentorship system Pursue leadership opportunities with the option to build and lead your own team
What We Offer:
Commission-based income with performance bonuses and stock options Full or part-time flexibility, set your own hours Training & mentorship in financial services, leadership, and business development Growth path into leadership and agency ownership Personal financial education and a supportive team culture Qualifications Must be 18+ years old U.S., Canada, or Puerto Rico residency Ability to pass background check Willing to obtain a state Life & Health Insurance license (candidate covers cost) Strong communication skills and entrepreneurial mindset Sales, customer service, or finance experience is a plus (not required)
Job Types:
Full-time, Part-time Pay:
From $30,000.00 per year
Benefits:
Financial planning services Flexible schedule Professional development assistance Application Question(s): Are you authorized to work in the United States? Are you looking for a part-time or full-time position? Are you currently licensed in financial services (Life & Health Insurance, Securities, etc.)? Would you be willing to obtain the necessary state licensing? Do you have experience in sales, business, customer service, or finance? Are you comfortable with a commission-based compensation structure? This role is remote. Do you have access to a reliable internet connection and a quiet space for client meetings? Are you open to mentorship, training, and professional development to grow your career? Do you have aspirations of leadership or building a team in the future? If offered an interview, would you be available to schedule a Zoom call—and are you able to show up professionally dressed, on a laptop (not a phone), and prepared for the conversation?
Work Location:
In person

Benefits

  • Professional Development
  • Employee Stock Options (ESOs)
  • Bonuses/Stipends
  • Health Insurance