Remote Licensed Financial Services Rep
Roethlisberger Life Group
Licensed Financial Services Representative – Remote
Roethlisberger Life Group
At Roethlisberger Life Group , we believe financial protection should be simple, honest, and centered around what matters most — helping families build security and long-term peace of mind. We are committed to protecting families while developing agents into confident, successful professionals through mentorship, training, and a people-first culture.
Founded on values like integrity, personal growth, teamwork, service, and doing the right thing even when no one is watching, our agency was built to provide real opportunities for individuals who want to grow a meaningful career while making a lasting impact on others.
We are currently hiring motivated individuals for a Licensed Financial Services Representative role — a fully remote, 1099, commission -based opportunity focused on helping families protect their financial future.
About the Role
This position is best suited for individuals who already understand:
Working on commission
Managing a sales pipeline
Following a proven sales process
Handling objections professionally
Maintaining consistency with daily activity and follow-up
As a Licensed Financial Services Representative, you will work directly with individuals and families to help them secure solutions tailored to their goals and needs. You’ll have access to proven systems, structured training, and one-on-one mentorship designed to help you succeed without being left on your own.
This is a 1099 independent contractor role within a licensed financial services agency.
What You’ll Do
Connect with clients who have requested information
Educate families on life insurance, mortgage protection, retirement strategies, and living benefits
Follow a proven sales process to identify client needs and recommend appropriate solutions
Manage your pipeline, appointments, and follow-up activities in a remote environment
Build trust-based client relationships through honest communication and service
Participate in ongoing training, coaching, and professional development opportunities
Work independently while remaining connected to a collaborative and supportive team culture
What We Provide
Access to warm leads
No inventory, fulfillment, or territory restrictions
100% remote work with flexible scheduling
Structured training, one-on-one mentorship and hands-on support
Licensing guidance from start to finish (typically completed online in 7–10 days)
Proven systems and sales processes designed for long-term success
Performance-based compensation with uncapped earning potential
Opportunities for residual income and long-term business growth
What We’re Looking For
Prior sales experience preferred
Strong communication and relationship-building skills
Professionalism, self-discipline, and strong work ethic
Ability to manage activity independently in a remote setting
Coachable mindset and willingness to follow proven systems
Ability to obtain a state insurance license (we guide you through the process)
Backgrounds That Transition Well
Professionals from these industries often thrive in this role:
Real Estate
Mortgage Lending
B2B Sales
Retail Sales
Account Executives
Recruiting
Fitness Industry
Telecom
Auto Sales
Why Join Roethlisberger Life Group?
At Roethlisberger Life Group, we’re building a culture focused on mentorship, growth, integrity, and helping people create better futures for their families and themselves. Our leadership team believes in hands-on coaching, real support, and creating an environment where driven individuals can grow into long-term careers.
If you’re looking for a remote opportunity where your effort directly impacts your income, growth, and future — we’d love to connect with you.
Apply Now
Ready to see if this opportunity is the right fit for you?
Apply today and connect with the Roethlisberger Life Group team to learn more about building a rewarding career in financial services.
- ...Fidelity, located in Troy, Michigan, is looking for a passionate Financial Services Representative to support customers through inbound calls... ...time for training to help obtain your Series 7 and 66 licenses while working part-time from home and part-time in an Investor...Remote jobPart timeWork from home
- Roethlisberger Life Group is looking for a Licensed Financial Services Representative to join our fully remote team. This role focuses on helping families secure financial solutions tailored to their needs. You'll connect with clients, educate them on various insurance...Remote job
- Fidelity Investments is seeking a motivated Financial Services Representative to support customers primarily over the phone. This role offers... ...extensive training opportunities including obtaining FINRA licenses with full sponsorship. You'll manage customer inquiries...Remote jobFull time
- ...Licensed Financial Services Representative – Remote Roethlisberger Life Group At Roethlisberger Life Group , we believe financial protection should be simple, honest, and centered around what matters most — helping families build security and long-term peace of...Remote workPermanent employmentFor contractorsCurrently hiringFlexible hours
- ...Shahin Chear's State Farm, where your financial expertise meets opportunity. Located... ...California, our agency offers a hybrid remote work environment that allows... ...maintaining a strong local presence. As a Licensed Financial Services Representative, you will become an integral...Remote workLocal areaFlexible hours
- A local insurance agency is looking for a motivated Financial Services Representative to join their team. The role focuses on value-based conversations... ...skills, and must possess or obtain relevant insurance licenses. This position includes competitive compensation, benefits,...Remote jobLocal areaWork from homeRelocation packageFlexible hours
- A growing financial services organization is seeking motivated professionals to deliver structured... ...standardized engagement process. This remote role emphasizes the importance of strong... ..., as comprehensive training and licensing support are provided. Clear advancement...Remote job
- A financial services organization is looking for motivated individuals to deliver structured financial education... ...is required, as comprehensive training and licensing support are provided. Candidates will benefit from flexible remote work and have clear advancement...Remote jobFlexible hours
- ...Investment and Insurance-related services to individual clients,... ...delivered through an innovative financial planning approach that help clients... ...third‑party administrator licensed in all U.S. states and the... ...life events. Work location is remote, Northeast Missouri. Primary...Remote workFull timeWork experience placement
$26 - $28 per hour
Pacific Life is hiring Financial Customer Service Representatives in Omaha, NE. The role involves handling 50-60 calls daily while supporting policyholders... .... With comprehensive training, you'll earn your FINRA licenses within the first 8 weeks, and transition to a hybrid...Hourly pay$25 - $35 per hour
...candidate will have strong communication skills and possess relevant insurance licenses. Responsibilities include contacting existing policyholders, setting appointments for varied insurance services, and providing excellent customer service. Compensation includes base pay...Hourly pay$25 - $35 per hour
State Farm Agent in San Leandro, CA is seeking a Licensed Insurance & Financial Services Account Representative committed to providing excellent customer service and insurance solutions. You will build relationships with customers and support them with their insurance needs...Hourly pay- A financial services firm is seeking an Entry-Level Financial Services Consultant II to work from home. The role involves guiding clients in... ..., with training and support provided to obtain necessary licenses. Ideal candidates are strong communicators who are self-motivated...Remote jobWork from home
$54.1k
...drive to make a difference. Our service team plays a vital role in... ...eagerness to learn and grow. As a Financial Services Representative, you'... ...SIE) and FINRA Series 7 & 63 licenses, opening doors to a... ...include increased compensation and remote work opportunities for...Remote workWork at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can Change Your Future Most... ...something meaningful. No prior financial services experience is required. If you're motivated...Remote workImmediate start- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch a Business. Build a Career. Create a Legacy... ...professionals. No prior financial services experience is required. Why People Choose...Remote workWork at officeImmediate start
$16.61 per hour
...Customer Service Representative Senture provides high-quality inbound and outbound customer care support for federal, state, and commercial clients. We are committed to delivering exceptional service while fostering a supportive, people-first work environment. $16...Remote workPermanent employmentWork from home- WizeHire, Inc in Town of Colonie is seeking highly motivated individuals for the role of Financial Services Representative. This position offers both remote and in-person work options, along with a full benefits package including health and retirement plans. Comprehensive...Remote jobFlexible hours
- Virgo & Aries LLC is seeking an Entry-Level Financial Services Consultant II to join their team in Sacramento. This role offers structured... ...career growth. Assistance is offered for obtaining necessary licenses, all while working within a supportive environment. #J-1880...Remote job
- A financial services company is seeking motivated individuals for a remote opportunity offering flexible schedules and commission-based compensation. No prior experience is required, as comprehensive training and mentorship will be provided. Candidates should possess strong...Remote jobImmediate startFlexible hours
$80k - $100k
...Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Licensed Financial Services Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations...Remote workFull timeFor contractorsCasual workWork at office$55k - $70k
...one of the most respected brands in the Financial Services industry, is seeking ambitious... ...grow our team of Financial Professionals (Licensed Insurance Agents) . We offer award‑winning... ...Exciting Hybrid Schedule (part in office/part remote) Highly competitive commission...Remote workWork at officeFlexible hours$24.03 - $26.44 per hour
...Make an impact providing expert financial advice with heart. Thrivent... ...different kind of financial services firm, one that puts generosity... ...insurance and securities licenses necessary for this position.... ...ago RVP Hotel Finance - LAC (Remote Opportunity) Chicago, IL $150...Remote jobHourly payFull timeLocal areaWork from homeFlexible hours$12k
...seeking an eager, strategic, and definitive financial advisor to fill an entry-level position... ...goals through a variety of planning services. Join our team to begin honing your skills... ...and willing to obtain a life insurance license • This is an upside, 100% commission-...Remote workFull timePart timeStart working todayFlexible hours- ...Job Description Job Description Financial Services Representative Jada Ashbacher Agency Allstate | Naples, FL Full-Time | In-Office... ...is seeking an ambitious, professional, and career-driven Licensed Financial Services Representative to join our growing team...Full timeWork at office
$120k - $160k
Financial Services Representative (Remote / In-Person Opportunity) Why Join Our Team? We provide industry‑leading technology, training, lead systems,... ...the financial services industry. Whether you’re already licensed or completely new to the field, we offer the tools and...Remote workWork at officeWork from homeFlexible hours- About the job Financial Services Representative We are an independent financial services division... ...We are looking for someone who wants: Remote Work from Home To Work With People Ownership... ...: Acquiring Your Life and Health License Attending Virtual Trainings and...Remote workFull timePart timeWork from home10 hours per weekDay shiftAfternoon shift
- A financial services firm is seeking a Remote Financial Professional to deliver personalized financial strategies and client engagement. The role offers a flexible work environment with no prior experience required, training support, and the potential to build a brokerage...Remote jobFlexible hours
$60k - $120k
Career Headhunter LLC is seeking an Entry-Level Financial Advisor to provide comprehensive financial planning services. This remote/hybrid position offers a salary of $60,000 - $120,000, commission-based compensation, and performance bonuses, making it ideal for those pursuing...Remote job- ...ROLE DESCRIPTION: As a Financial Account Representative State... ...market appropriate products and services. QUALIFICATIONS: Must be... ...obtain relevant financial service licenses. Proven experience working... ...for advancement within my office This is a remote position....Remote workWork at officeRelocation packageFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Licensed Financial Services Rep. Be the first to apply!
- finance associate Bellaire, TX
- financial planning administrator Bellaire, TX
- financial planning assistant Bellaire, TX
- financial associate Bellaire, TX
- estate planning consultant Bellaire, TX
- financial consultant Bellaire, TX
- jde finance consultant Bellaire, TX
- associate corporate finance Bellaire, TX
- financial counselor Bellaire, TX
- financial advisor associate Bellaire, TX


