Skip to Main Content

Financial Representative

PFS Financial Services San Mateo, CA

  • Expired: 29 days ago. Applications are no longer accepted.
Job Description

Financial literacy isn't something any of us are born with. If we are lucky we have people in our lives to help us understand the nuances of money, debt, insurance, taxes and investments. If aren't we need to put in the work and learn it ourselves. These are the lines of business that we offer our clients. You will have the ability to understand it yourself and have the ability to teach others make better money decisions.


About PFS:

We are a main stream company listed in the NYSE and a fortune 1000 company. We are also featured by Forbes as most trust worthy companies and best employers for women to work. While other financial institutions focus on the rich and wealthy PFS focuses on leveling the playing field for middle income families by providing financial education so that families can make better money decisions. We champion the small investor and give people a chance to achieve financial independence.

We also offer a business Opportunity to give people a chance to go into business for themselves on a full/part times basis to make extra income or make it a career and have the possibility to own your own franchise.


Our office is currently expanding and we are seeking highly motivated individuals to join our team. This is currently a remote work from home position anywhere in the U.S, Canada and Puerto Rico.


  • Assist clients with different strategies to help the achieve their financial goals.
  • Present an offer financial products to clients that is appropriate for their future goals.
  • Develop and calculate suitable financial plans based on clients needs.
  • Help develop and train other leaders.


  • Good Communications and listening skills
  • Being coachable
  • Have an eagerness to learn
  • No financial services experience necessary
  • Self motivated
  • Strong work ethic


  • Must pass background check
  • Must have valid wok permit
  • 18+
  • Previous experience in sales, customer service, or other related fields
  • State Life license (Sponsorship Available)


COVID-19 Considerations:

Our company is fully operational during COVID and are 100% virtual. Agents are provided the necessary tool and training to effectively work from anywhere in U.S



PFS Financial Services

Why Work Here?
World class training/mentoring with tremendous growth and expansion possibilities!!! State licensing paid for, paid training/bonus program!!


San Mateo, CA


Finance and Insurance

View all jobs at PFS Financial Services