Financial Services Representative

Company Description We are a publicly traded financial services company headquartered in Duluth, Georgia, serving clients across North America. Since 1977, we have focused on offering accessible financial products and services to middle-income families. Our mission is to help families become properly protected, reduce or eliminate debt, and achieve long-term financial independence. Core services include term life insurance, mutual funds and investment products, debt solutions, retirement planning, auto and home insurance referrals, and legal protection plans. Team members join a mission-driven organization that emphasizes ethical guidance and client education.
Role Description The Financial Services Representative is a full-time remote role responsible for helping clients understand and select appropriate financial solutions that support their long-term goals. Day-to-day activities include meeting with clients virtually, assessing their financial needs, and presenting suitable options in areas such as insurance, investments, debt management, and retirement planning. The role involves preparing and explaining proposals, maintaining accurate client records, and following up regularly to ensure ongoing support and service. Representatives collaborate with team members, stay current on company products and industry trends, and adhere to regulatory and compliance requirements. Success in this role requires a client-focused approach, clear communication, and consistent outreach to build and sustain relationships.
Qualifications

• Strong knowledge of finance and financial services, with the ability to explain concepts clearly to clients.
• Experience or familiarity with investments and investment products, including mutual funds and retirement planning.
• Background or interest in insurance, particularly term life, auto, and home insurance referrals.
• Proven customer service skills, demonstrating empathy, professionalism, and responsiveness in client interactions.
• Excellent communication and interpersonal skills, with the ability to build trust in a remote environment.
• Comfort with remote work, including proficiency with online meeting tools and basic office software.
• Relevant licenses for insurance or securities (or willingness to obtain them, where required by regulation).
• High school diploma or equivalent required; postsecondary education in finance, business, or a related field is beneficial.
• Strong ethical standards, attention to detail, and commitment to regulatory compliance.