Financial Services Professional

About This Role

This entry-level role in financial services is for coachable, smart individuals ready to apply their real-world skills to helping families with budgeting, retirement planning, and income protection. It suits someone who can stay calm under pressure, earn trust quickly, and genuinely wants to help people.

Responsibilities

• Lead one-on-one and small group educational sessions, virtually or in person
• Present financial concepts clearly and in plain language
• Guide clients through understanding and implementing basic strategies
• Grow and serve a client base through consistent follow-up
• Complete licensing, training, and ongoing professional development
• Uphold professional standards and industry compliance requirements

Requirements

• Strong communication and interpersonal skills
• Self-directed, able to manage a flexible schedule
• 18+ and authorized to work in the U.S.
• Minimum education level is a High school diploma or GED
• Willing to complete state licensing requirements as a condition of starting client work
• Experience explaining complex information to others (teaching, tutoring, training, coaching, etc.)
• Comfortable working in a fully performance-based pay structure

Nice to have:

• An active State Life license

Benefits

• Training and licensing support provided at no extra cost
• Ongoing professional development
• Opportunity to build a long-term client base
• Flexible schedule

Important Details

• Schedule: part-time or full-time, on a schedule you set
• Work format: remote, with optional local client meetings
• State licensing must be completed before working with clients (can be accomplished in 2 weeks)
• Contract: independent contractor (non-employee) position

About the Company

Linx Financial Connect is growing its team in financial services.