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

Financial Services Sales Representative

Sure Path Financial

Job Description

Job Description

Remote | Commission-Based | Training Provided | Path to Agency Ownership

You already know how to sell. The question is what you want your sales ability to build.

Sure Path Financial is looking for driven sales professionals who want to bring their skills into financial services, build a client base of their own, and potentially grow into leadership and agency ownership.

You do not need an insurance background. If you know how to communicate, build relationships, follow up and close, we can teach you the industry.

What You’ll Do

You’ll meet with individuals and families to help them understand financial protection options, including:

  • Life insurance
  • Mortgage protection
  • Retirement solutions
  • Wealth and legacy protection

You’ll learn our sales process, develop your own book of business and work directly with experienced leaders who will help you build.

Where This Can Go

This does not have to stop at selling policies.

For people who perform and want to grow, there is a path to:

Learn → Sell → Build a Client Base → Lead → Build a Team → Agency Ownership

Some people will want to become highly successful producers. Others will want to develop and lead an organization. Both paths are available.

What We’re Looking For

Insurance experience is not required.

We’re especially interested in people who:

  • Have sales, business development or customer-facing experience
  • Are comfortable talking with people and earning their trust
  • Are competitive and motivated by results
  • Follow through without needing to be micromanaged
  • Are coachable and willing to learn
  • Want more control over what they can earn and build
Training and Support

You won’t be expected to figure out the industry on your own.

We provide structured training, coaching, mentorship, sales systems and ongoing support as you learn the business and begin working with clients.

Compensation

This is a 100% commission-based opportunity with no salary or hourly wage. Compensation is based on your production, with uncapped earning potential.

For candidates interested in building beyond personal production, additional growth opportunities are available through leadership and agency development.

Ready for Something Bigger?

If you’ve built sales skills in another industry and have wondered what those skills could produce if you were building something of your own, we’d like to talk.

Apply today to learn more about the opportunity and see whether Sure Path Financial is a fit for what you want to build next.

Vacancy posted 14 days ago
Similar jobs that could be interesting for youBased on the Financial Services Sales Representative in Philadelphia, PA vacancy
  •  ...Financial Services Sales Representative - Annuities The Role at a Glance As the Financial Services Sales Representative, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual... 
    Suggested
    Work experience placement

    Lincoln Financial

    Broomall, PA
    5 days ago
  •  ...Susquehanna, quantitative systematic traders tackle challenging data and algorithmic problems that inform decision-making in global financial markets. Their work spans signal generation, execution, market microstructure, portfolio construction, risk management, simulation... 
    Suggested
    Summer work
    Visa sponsorship

    Susquehanna International Group

    Bala Cynwyd, PA
    7 days ago
  •  ...activities.Ability to thrive in a fast-paced environment.Previous finance industry experience is not required, but a passion for financial problem sets with real time impact is crucial.What you can expect from us: Real Impact: Solve complex technical challenges, working... 
    Suggested
    Casual work
    Work at office

    Susquehanna International Group

    Bala Cynwyd, PA
    7 days ago
  •  ...that is appropriate for their individual financial circumstances and is designed to help...  ...Engages in customer specific persuasive sales activity to encourage potential customer...  ...business with Company and cross promotes other services and financial products of Company to... 
    Suggested
    Full time
    Local area
    Work visa
    Flexible hours

    Fulton Bank

    Philadelphia, PA
    5 days ago
  •  ...and/or develop new clients. Responsible for sales calls. Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance...  .... Collects and analyzes customer financial information for multifaceted and/or complex... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Philadelphia, PA
    2 days ago
  • Loan Officer – Keep 100% of Your Revenue Location:  Nationwide Compensation:  100% Commission (Per-File Fee Only) Posted By:  Independent Mortgage Recruiting Firm If you are a producing Loan Officer still giving away margin, this conversation is worth 15 minutes...

    Leadling

    Philadelphia, PA
    3 days ago
  •  ...contribute to work that matters.Role OverviewThe Commercial Security Sales Manager leads the commercial sales team in a Johnson Controls...  ...user (RPU) growth, and retention of both customers and sales representatives.Plan, coordinate, and implement commercial sales operations... 
    Full time
    Work at office
    Night shift
    Weekend work

    Johnson Controls

    Pennsauken, NJ
    4 days ago
  •  ...process and provide clear, timely communication Analyze borrower financials to recommend appropriate loan products Ensure all loan files...  ...and underwriting guidelines ~ Excellent communication, sales, and relationship-building skills ~ Ability to work independently... 
    Remote work
    Flexible hours

    West Capital Lending

    Philadelphia, PA
    3 days ago
  • $15.92 per hour

     ...Job Description Description Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility...  ...requirements. Promotes team atmosphere with representatives from other Weichert Family of Company... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Shift work
    Day shift

    Weichert

    Cherry Hill, NJ
    3 days ago
  •  ...is built for you. This is more than a sales position. It's a chance to become a...  ...tailoring solutions to meet individual financial goals. Originate high-quality loans that...  ...effectively with executive leadership and represent the organization with professionalism and... 
    Local area

    Prosperity Home Mortgage

    Philadelphia, PA
    2 days ago
  • $150k - $175k

     ...communication with clients and partners throughout the loan process Stay up-to-date on mortgage guidelines rates and trends Represent the brand professionally both online and in client interactions What You Need to Bring To Our Mortgage Loan Officer Team:... 
    Full time
    Remote work
    Flexible hours

    L'attitude

    Philadelphia, PA
    17 days ago
  • We are:We provide innovative and comprehensive services and solutions that span cloud; systems integration and application management;...  ...and best capabilities out of platforms.You are:A growth focused sales professional who has successfully created positive impact through... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Philadelphia, PA
    4 days ago
  • $44.15k

     ...careers, guide our customers to secure their financial futures, and actively support our...  ..., and Communities we serve. We Stand For Service® is more than part of our name, it's our...  ...responsible for providing administrative and sales support to a team of Mortgage Loan Originators... 
    Full time
    Work experience placement
    Flexible hours

    WSFS Bank

    Bryn Mawr, PA
    4 days ago
  •  ...clients to help them navigate the mortgage process, assess their financial situations, and guide them through the loan application...  ...determine financing objectives, and advise clients on products and services. Recommend and outline the terms of the loan and educate... 
    Full time
    Remote work

    UMortgage

    Philadelphia, PA
    4 days ago
  •  ...marketing support  ~Weekly Realtor cheat sheets  ~Automated email and text campaigns  ~Social media support  ~Weekly coaching and sales playbooks  ~Proprietary Road Map to Homeownership® system  Compensation ~180 BPS on self-generated loans (up to 225 BPS... 
    Contract work
    Remote work

    Tag Lending Group, LLC

    Cherry Hill, NJ
    more than 2 months ago
  • $50 - $51 per hour

    Position Overview This role supports the Alternative Investment Services (AIS) Team , which partners closely with Investment Teams...  ...investment vehicles across multiple strategies and structures, representing approximately $46 billion in assets under management . Key Responsibilities... 

    Russell Tobin

    Conshohocken, PA
    4 days ago
  • $400k

    Funded Forex Trader Maverick Currencies is hiring a Funded Forex Trader based in Philadelphia, PA. This is a remote, performance-based opportunity we fund qualified US traders with up to $400,000 in firm capital and split profits 60% to 90% depending on performance ...
    Hourly pay
    Contract work
    Immediate start
    Remote work
    Night shift
    Weekend work
    Day shift
    Afternoon shift
    Weekday work

    Maverick Currencies

    Philadelphia, PA
    5 days ago
  • $44.15k

     ...Overview The Mortgage Banking Advisor will provide administrative and sales support to a team of Mortgage Loan Originators (MLOs),...  ...related field or equivalent experience. Previous sales and customer service experience. Ability to travel to different bank and customer locations... 
    Flexible hours

    WSFS Bank

    Bryn Mawr, PA
    5 days ago
  • $95k - $125k

     ...within an entrepreneurial, dynamic environment with a company experiencing significant growth. Responsibilities Underwriting: Financial modeling of acquisitions, build-to-suit or speculative developments projects, dispositions, joint-ventures, look back analysis,... 
    For contractors
    Work at office
    Local area
    Night shift
    Weekend work

    NFI Industries

    Camden, NJ
    2 days ago
  • $75k

     ...provide hands-on exposure throughout the deal lifecycle, including financial modeling, company analysis, due diligence, transaction...  ...businesses is required, with M&A, restructuring, transaction services, or investment banking exposure preferred. Technical Skills... 
    Permanent employment
    Monday to Friday

    Atlantic Group

    Philadelphia, PA
    5 days ago
  •  ...local partners. Manage an active pipeline while meeting defined service levels, productivity metrics, and funding expectations....  ...originating purchase loans in either: a high-volume, phone-based sales environment or an agent-centric referral model. ~ Strong client... 
    Remote job
    Permanent employment
    Live in
    Work at office
    Local area
    Work from home

    Zillow Referrals

    Philadelphia, PA
    2 days ago
  •  ...a growing environment and providing clients with exceptional services. What It Means To Work For EisnerAmper: You will get to...  ...client relationships Assist in the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement... 
    Local area

    EisnerAmper LLP

    Philadelphia, PA
    6 days ago
  • $150k

     ...Social media support Weekly coaching and sales playbooks Proprietary Road Map to Homeownership...  ...speed, without sacrificing compliance or service quality. At Tag Lending Group, technology...  ...with the SAFE Act, the Florida Office of Financial Regulation, and all applicable federal... 
    Remote job
    Contract work
    For contractors
    Work at office

    Tag Team Nation, LLC

    Philadelphia, PA
    3 days ago
  •  ...to accelerate growth and increase efficiency. The role offers an opportunity to work with high-growth technology, franchise, and services companies (with $5-100M+ in revenue) on a wide range of strategic topics. You will quickly gain valuable experience interacting directly... 
    Full time
    Summer work
    Internship
    Work at office
    Visa sponsorship

    Susquehanna International Group

    Narberth, PA
    2 days ago
  • $120k - $160k

     ...management, portfolio implementation, performance/risk, and client service teams to enhance the existing portfolio construction framework...  ...Benefits: Opportunity to purchase company funds with no sales charge Franklin Templeton is an Equal Opportunity Employer. We are... 
    Local area

    Franklin Templeton

    Philadelphia, PA
    5 days ago
  •  ...facing the Baby Boomer Generation today- Financial Preparedness for their retirement years....  ...machine with LEADS, LEADS, LEADSOngoing sales training, teaching the most innovative sale...  .... Balance maximums are based on years of service.Paid Sick Time — 40 hours of paid sick time... 
    Hourly pay
    Minimum wage
    Work at office
    Local area
    Remote work

    Mutual of Omaha Mortgage

    Philadelphia, PA
    3 days ago
  • $75k - $200k

    Job Description Job Description Leadling is actively recruiting experienced Mortgage Loan Officers for a national mortgage platform designed for professionals who want more control, flexibility, and earning potential . This opportunity is built for Loan Officers...
    Flexible hours

    Leadling

    Philadelphia, PA
    11 days ago
  • $60k - $180k

     ...Compensation: $60K–$180K per year. This is a commission-based sales role. For loan officers with verifiable production history, we...  ...than 40 state housing agencies, backed by a direct seller and servicer to Fannie Mae, Freddie Mac and Ginnie Mae. Room to grow. A... 
    Relocation package

    Primary Residential Mortgage Inc

    Philadelphia, PA
    20 days ago
  •  ...academic background in actuarial science, applied statistics, financial analysis, insurance, and mathematicsAbility to work on multiple...  ...Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally,... 
    H1b
    Local area

    KPMG

    Philadelphia, PA
    4 days ago
  • Posted 2 weeks agoSenior P&C Consulting Actuary opening in Atlanta, Boston, Charlotte, Chicago, Dallas, Houston, Los Angeles, Montreal, New York, or Philadelphia. Manage client projects involving your choice of Reserving, Pricing, and/or Capital Modeling. Consult to (re...

    Pryor Associates Executive Search

    Philadelphia, PA
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Sales Representative. Be the first to apply!