Remote / Hybrid Financial Services Agent (Training Provided)

Remote / Hybrid Financial Services Agent (Training Provided) Chosen Initiative Richardson, TX Job Details Part-time | Full-time | Contract $500 - $5,000 a month 22 hours ago Benefits Work from home Flexible schedule Qualifications Financial planning Life Insurance License Veterinary client education Schedule management Professional development support Financial services Full Job Description Job Summary Our finance office is currently expanding, and we are seeking dependable, professional individuals interested in learning financial services and client education. This is a remote/hybrid opportunity with optional in-person training available at our Richardson office. Structured training, mentorship, and licensing guidance are provided. 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 Is comfortable working in a performance-based (commission) environment 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 Performance-based (commission) 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.

Contact:

Sandra Strong 419-516-2351 message "INFO" for quicker appointment

Job Types:

Full-time, Part-time, Contract Pay:

$500.00 - $5,000.00 per month

Benefits:

Flexible schedule Work from home Application Question(s): This role is commission-based, not hourly or salaried. Are you comfortable with this structure?

License/Certification:

Life Insurance License (Preferred)

Work Location:

Hybrid remote in Richardson, TX