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Remote Financial Services Agent
Job
Chosen Initiative
Remote
$50,826 Salary, Full-Time
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Job Description
Remote Financial Services Agent Chosen Initiative Richardson, TX Job Details Part-time | Full-time | Contract $1,000 - $5,000 a month 11 hours ago Benefits Career development plan Flexible schedule Qualifications Insurance needs analysis Customer follow-ups Financial services customer support Client file management Life insurance knowledge Calendar management Financial needs assessment Working with families Financial services Life insurance sales Insurance sales Entry level Financial education Full Job Description Job Summary Chosen Initiative is expanding, and we're looking for a few motivated individuals interested in building an income while helping families improve their financial futures. Whether you're seeking additional income, a career change, or more flexibility in your schedule, we provide training, mentorship, and licensing support to help you get started. Applicants must be at least 18 years old Key Responsibilities Meet with individuals and families (virtually or in person) to review basic financial protection needs Educate clients on life insurance and foundational financial planning concepts Complete needs-based assessments and assist with appropriate next steps Maintain accurate client notes and follow up as scheduled Participate in required training, meetings, and professional development Manage your schedule responsibly and communicate professionally This Role Is Best For Someone Who Has a consistent work history Communicates clearly and follows through on commitments Is coachable and willing to learn Is seeking long-term professional growth , not short-term or casual work Compensation Not hourly or salaried Discussed during the interview process Next Steps Qualified applicants will be contacted for a brief 15-minute overview to go over this opportunity in more detail.