Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Service Agent

$30k - $160k
Full-time

The Drum Agency

About The Drum Agency:

The Drum Agency is a growth-focused insurance agency committed to helping families secure their financial future while empowering agents to build meaningful, lucrative careers . Through innovative technology, proven systems, and a supportive virtual environment, The Drum Agency equips agents with the tools, training, and mentorship needed to succeed in today's insurance marketplace.

What truly sets The Drum Agency apart is the culture we've built around our core pillars: real relationships and a work-life harmony where agents belong. We believe success should enhance your life, not consume it. That's why we've created an environment where ambitious, self-motivated individuals can thrive professionally, earn at a high level, and enjoy the freedom and flexibility they deserve.

At The Drum Agency, we're looking for driven people who are hungry to grow , committed to serving others, and ready to take ownership of their future.

Core Responsibilities:

  • Consult with potential and current clients to secure life insurance coverage based on their needs
  • Virtually meet with individuals who have requested life insurance information (no cold calling) via our proven lead system
  • Manage sales administrative tasks such as documentation, policy processing, and maintaining accurate client records
  • Attend team calls, mentorship sessions, and training (virtual or in-person)

What you’ll bring:

  • Willingness to obtain a life insurance license (with our help)
  • A strong, coachable work ethic
  • High character and integrity
  • A familiarity with CRM platforms is helpful
  • An ability to build and nurture internal and external relationships
  • Must be 18+ and legally authorized to work in the U.S.

What you’ll get:

  • The ability to work when and where you choose
  • Guided mentorship throughout your development
  • Game-changing technology and support
  • The industry’s only value-based leads program
  • World class culture and leadership development

Pay:

  • 1099 contractor; commissions only
  • Part-Time Uncapped Potential: estimated $30,000–$60,000+ / first year (15–20 hrs/week)
  • Full-Time Uncapped Potential: estimated $84,000–$160,000+ / first year (35–45 hrs/week)

Apply now and own your career today.

No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its affiliated companies under common control and their insurance agents via text & live, automated, A.I., or prerecorded calls, including for marketing or recruiting purposes. Consent not a condition of purchase.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Service Agent in Salt Lake City, UT vacancy
  •  ...Do you genuinely enjoy making a difference in the lives of others? If you answered " yes " and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Salt Lake City site. In this full-time position, you can apply your... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Monday to Friday
    Shift work

    Fidelity Investments

    Salt Lake City, UT
    2 days ago
  • $15 per hour

     ...Green Branch 4996 W Old Highway Rd Morgan, UT 84050, USA Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous... 
    Suggested
    Hourly pay
    Monday to Friday

    GWCU Corporate Branch

    Salt Lake City, UT
    4 days ago
  •  ...Do you genuinely enjoy making a difference in the lives of others? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Salt Lake City site. In this full-time position, you can apply your skills and... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Monday to Friday
    Shift work

    Fidelity Investments

    Salt Lake City, UT
    3 days ago
  • $23.75 - $29.03 per hour

     ...educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals...  ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for... 
    Suggested
    Temporary work
    Local area

    US Bank

    Salt Lake City, UT
    21 hours ago
  •  ...shape an alternative future.As the third largest alternative asset service provider in the United States, Alter Domus strives to nurture a...  ...teams as well as clients to prepare and review monthly financial statements for investment portfolios. Within all of our teams,... 
    Suggested
    Flexible hours

    alterDomus

    Salt Lake City, UT
    21 hours ago
  • About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors...  ...clients through proactive outreach, investment conversations, service support, and relationship management. Identify and recommend... 
    Ongoing contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Salt Lake City, UT
    4 days ago
  •  ...to steer our growth, optimize our performance, and shape the financial future of a trailblazing neobank. You’ll sit at the intersection...  ..., preferably within banking, fintech, or corporate financial services. Core Finance Expertise: Strong foundation in financial theory... 

    Varo Bank

    Salt Lake City, UT
    2 days ago
  •  ...Jobtailor in Salt Lake City is seeking a results‑driven financial services professional to grow a personal book of business. You will identify needs of high‑net‑worth clients, review financial goals, and deliver comprehensive recommendations aligned with those goals.... 

    Jobtailor

    Salt Lake City, UT
    3 days ago
  •  ...Financial representative Contract type: Full-time Location: Salt Lake City Industry: Financial Services Date published: 08-06-2026 About the role Our financial representatives at Modern... 
    Full time
    Contract work
    Local area

    Modern Woodmen

    Salt Lake City, UT
    1 day ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Salt Lake City, UT
    3 days ago
  •  ...both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for...  ...and presentations Provide comprehensive financial planning services Collaborate with a Portfolio Manager and support team for... 
    Private practice

    Boutique Recruiting

    Salt Lake City, UT
    4 days ago
  •  ...grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep...  ...designationMasters in Finance (MSF), Business (MBA), or Financial Services (MSFS)Experience working with dentists, medical professionals,... 
    Live in

    Dentist Advisors

    Salt Lake City, UT
    1 day ago
  •  ...grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep...  ...designation Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS) Experience working with dentists, medical... 
    Live in
    Relocation

    Dentist Advisors

    Salt Lake City, UT
    4 days ago
  •  ...collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward...  ...success. Advisors will have access to a shared financial services assistant. Advisors will be eligible to have a dedicated... 
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    Salt Lake City, UT
    4 days ago
  • $72k

     ...Job Title: Investment Advisor Representative Job Location: Salt Lake City, UT Are you ready to take the next step in financial services with a company that offers flexibility, income potential and unmatched support? Farm Bureau Financial Services is seeking motivated... 
    Work at office

    Farm Bureau Financial Services

    Salt Lake City, UT
    21 hours ago
  • $85k - $120k

     ...to progress in their professional careers. Summary The Senior Financial Planner works closely with advisors to create, update, analyze,...  ...overseeing financial planning processes, and contributing to the firm’s service offerings. Duties and Responsibilities Client Relationship &... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    EP Wealth Advisors

    Salt Lake City, UT
    2 days ago
  • $77k - $214k

     ...ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description & SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business... 
    Full time
    H1b
    Local area

    PwC

    Salt Lake City, UT
    21 hours ago
  • Job Description:Financial Planning ConsultantTo be eligible for consideration of this role, your primary residence must be located within...  ...integrated financial solutions that help Fidelity Advisory Services (FAS) clients make confident decisions and progress toward their... 
    Full time

    Fidelity Investments

    Salt Lake City, UT
    2 days ago
  •  ...purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States. Medallion... 
    Full time
    For contractors
    Work at office
    Work from home
    Shift work
    2 days per week

    Medallion Bank

    Salt Lake City, UT
    1 day ago
  • $24k - $50k

     ...Overview Full Time in Provo, UT Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping... 
    Full time
    For contractors
    Work at office

    Koyjasperson

    Salt Lake City, UT
    1 day ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Salt Lake City, UT
    21 hours ago
  •  ...Network® is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work...  ...in your community providing access to financial products and services that will protect their assets, help them understand their... 
    Permanent employment
    Work at office

    Wealth Strategies

    Salt Lake City, UT
    2 days ago
  • $45k - $130k

     ...powered advice on this job and more exclusive features. Cambridge Financial Network provided pay range This range is provided by Cambridge...  ...options Foster long-term relationships based on trust, service, and ongoing education Leverage a wide range of financial products... 
    Full time
    Flexible hours

    Cambridge Financial Network

    Salt Lake City, UT
    21 hours ago
  • $400k

     ...exclusive features. Direct message the job poster from Prudential Financial Business Development Manager, Financial Planner, Seint Artist,...  .... Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities,... 
    Full time
    Remote work
    Worldwide

    Prudential Financial

    Salt Lake City, UT
    21 hours ago
  • $41.71k - $65k

     ...Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects....  ...and provides advice and guidance regarding financial solutions that are in the best interests...  ...restrictions on performing in a real estate agent capacity.Salary: $41,714.00 - $65,000.00Pay... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Salt Lake City, UT
    1 day ago
  •  ...process designed to support timely and efficient closings. Client service continues beyond closing through in-house mortgage servicing...  ...Officer will consult with prospective borrowers to understand their financial goals, explain loan products, and guide them through the... 
    Full time
    Work at office

    New American Funding

    Salt Lake City, UT
    12 hours ago
  • $75k - $85k

     ...partnership agreement terms and operating provisions Oversee annual financial statement preparation in accordance with US GAAP...  ...Finance, or related field 3-6 years of experience in financial services / asset management accounting and operations Experience with... 
    Full time

    Atlas Search

    Salt Lake City, UT
    21 hours ago
  • $20.67 - $31.25 per hour

     ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....  .... Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    KeyCorp

    Salt Lake City, UT
    21 hours ago
  •  ...Description Job Description Join Our Team as a Part-Time Member Service Representative (Teller) for Our West Valley Branch!Are you...  ...developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused... 
    Part time
    Immediate start
    Monday to Friday
    Afternoon shift

    Cyprus Credit Union

    West Valley, UT
    8 days ago
  •  ...seeking an experienced Credit Analyst to join our Credit Department Servicing Team. This role is ideal for an experienced analyst or an...  ...will help support the Credit Department by requesting updated financials from borrowers, performing detailed, global financial analysis... 
    Work at office
    Night shift

    FinWise Bancorp

    Salt Lake City, UT
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Service Agent. Be the first to apply!