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Entry Level Remote Financial Services Jobs in Connecticut

Lincoln Tech

Financial Aid Advisor-Remote

Hartford, CT · On-site +1

$20.50 - $26.25/hr

Deliver positive customer service-based presentation and responses to student financial aid ... Possible travel to HS remote events * Attend relevant workshops and trainings to remain current ...

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Entry Level Remote Financial Services information

What is the difference between Entry Level Remote Financial Services vs Entry Level Remote Financial Advisor?

AspectEntry Level Remote Financial ServicesEntry Level Remote Financial Advisor
CredentialsBasic financial certifications or degrees, such as a bachelor's in finance or related fieldOften requires certifications like CFP or FINRA licenses, but entry-level roles may not require these
Work EnvironmentRemote, often in customer service, administrative, or support roles within financial firmsRemote client-facing roles providing financial guidance, planning, or product recommendations
Employer & Industry UsageUsed broadly across banks, financial institutions, and fintech companies for support rolesPrimarily in financial advisory firms, banks, and wealth management companies

Entry Level Remote Financial Services typically involves support or administrative roles in finance, requiring basic knowledge and certifications. In contrast, Entry Level Remote Financial Advisors focus on providing financial guidance and may require specialized licenses, even at the entry level. Both roles are remote and industry-related but differ in responsibilities and credential requirements.

What cities in Connecticut are hiring for Entry Level Remote Financial Services jobs?

Cities in Connecticut with the most Entry Level Remote Financial Services job openings:

Entry Level Remote Financial Services jobs near you

Remote Entry Level Sales Representative

New Haven, CT • Remote

Stratford Davis
See more jobs at Stratford Davisexternal

Full-time

Medical, Dental, Vision, Life

Posted 24 days ago

Job description

Step into a flexible, growth-focused role where you can jumpstart your career while making a meaningful impact by helping individuals and families plan for their financial future. As a Remote Entry Level Sales Representative, you will work directly with prospective clients to understand their needs, present strategic recommendations, and guide them toward informed financial decisions. Using a wide range of proven tools and resources, you’ll create personalized solutions designed to support long-term success.

This role offers complete independence and uncapped growth potential, backed by structured onboarding, dedicated mentorship, and a strong support system designed for newcomers. What you achieve depends entirely on your drive, consistency, and ability to cultivate lasting client relationships.

What You’ll Do
  • Business Generation: Identify and generate new business opportunities through active outreach, networking, and direct client connections.
  • Virtual Consultations: Conduct virtual meetings with clients to assess their current financial situations and future goals.
  • Customized Solutions: Develop and present tailored strategies that align directly with client needs.
  • Relationship Building: Foster trust and long-term client relationships by offering continuous support and value.
  • Professional Growth: Stay informed on industry trends, product offerings, and compliance standards through ongoing training.
  • Ethics & Excellence: Maintain high standards of professionalism, accountability, and integrity in all client interactions.
What We’re Looking For
  • A Passion for Helping Others: A genuine interest in helping people improve their financial well-being.
  • Strong Communication: Excellent verbal, written, and interpersonal skills.
  • Drive & Ambition: A goal-oriented, self-motivated mindset eager to thrive in a commission-driven, performance-based environment.
  • Time Management: The ability to stay organized, manage your schedule, and work effectively from a remote setup.
  • High Integrity: Strong professional values and sound ethical decision-making.
  • No Experience Needed: Prior experience in sales, finance, or customer service is a plus, but not required—we will train the right candidate!
Compensation & Perks
  • Commission-Based Opportunity: 100% performance-based commission structure offering unlimited earning potential, your effort directly determines your income.
  • 100% Remote Flexibility: Enjoy the freedom of working remotely with complete control over your schedule.
  • Comprehensive Training: Full access to step-by-step onboarding, dedicated mentorship, and continuous professional development.
  • Supportive Team Culture: Join a collaborative network of mentors and peers invested in your success.
  • Benefits & Coverage: Life insurance coverage and access to healthcare exchange plans (medical, dental, vision).
  • Incentives & Bonuses: Eligibility for performance bonuses, quarterly recognition programs, and top-producer rewards.
  • Incentive Travel: Opportunities to qualify for sponsored trips and exclusive experiences based on sales results.
How to Apply

If you're an ambitious individual ready to control your income potential in a rewarding remote sales career, apply today with your resume and a brief note on why you're a great fit. Qualified candidates will be contacted to schedule an initial interview.