Financial Services

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Financial Services Professional *This is a Direct Placement position!!* *Hybrid Schedule after training!!* Launch Your Career in Financial Services!! This is a full-time, direct-hire opportunity with ...

Financial Services Professional Location: Tempe, AZ 85281 Salary: $52,000 annually Employment Type: Direct Hire Start Date: September 28 Launch Your Career in Financial Services Are you looking for ...

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Join Our Winning Team as a Financial Services Representative! Are you a dynamic, sales-driven individual seeking a rewarding career with unlimited growth potential? Look no further! At Mae ...

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Financial Services Specialist - Iowa

All Financial Freedom

Des Moines, IA • On-site, Remote

$28K - $52K/yr

Part-time

Re-posted 4 days ago


Job description

We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth.
Position Overview
This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.
No prior financial services experience is required. Comprehensive training and licensing support are provided.
Key Responsibilities
  • Deliver structured financial education through virtual meetings
  • Explain financial concepts related to protection, accumulation, and long-term planning
  • Support individuals through a standardized, needs-based process
  • Maintain accurate documentation and adhere to compliance standards
  • Participate in ongoing training and professional development

Required Qualifications
  • Bachelor's degree preferred or equivalent professional experience
  • Strong communication skills and professional presence
  • Ability to work independently in a remote environment
  • Willingness to obtain required state licensing (training provided)
  • Successful completion of a background check

Compensation & Benefits
  • Performance-based compensation structure
  • Remote work with flexible scheduling
  • Licensing assistance and structured onboarding
  • Clear advancement opportunities

Career Path
Advancement into senior specialist, leadership, or training roles based on performance.