Financial Services Representative
Educate clients on financial concepts to help achieve their goals
As a Financial Services Representative, you'll meet with clients virtually to provide financial education and planning guidance. You'll review their financial goals, identify needs, and present suitable financial products. This role offers flexibility and the opportunity for ongoing professional development as an independent contractor.
Why This Role?
Flexible schedule with commission-based compensation based on your availability
Key Responsibilities
- Conduct virtual appointments with prospective clients to discuss financial education
- Review clients' financial goals and identify areas for improvement
- Present tailored financial products and services based on client needs
- Maintain professional communication with clients throughout the process
- Participate in training and mentorship for ongoing professional development
Requirements
- Strong communication skills
- Ability to educate clients on financial concepts
- Experience in financial planning or services
- Willingness to complete licensing and compliance requirements
Required Skills
Indonesia Context
- Working Hours Overlap:
- Flexible — work your own hours
Keywords
View Original Description from NoDesk
Original description from NoDesk
Financial Services Representative The Finovation Company is seeking Financial Services Representatives to work remotely with individuals and families seeking financial education and planning guidance. This position offers commission-based compensation and a flexible schedule. Representatives may work part-time or full-time based on their availability and business goals. This is an independent contractor position. RESPONSIBILITIES Meet with prospective clients through virtual appointments. Educate individuals and families on basic financial concepts. Review financial goals and identify areas of need. Present financial products and services based on client needs. Maintain professional communication with clients. Participate in training, mentorship, and ongoing professional development. Complete all required licensing and compliance requirements. REQUIREMENTS
Market data & reports
Salary & skill-demand research built from our own listings data.
- Indonesia IT Jobs vs Global Remote (2026)Primary analysis of 2,049 listings: methodology, classification rules, downloadable datasets.
- AI-Skill Demand: Indonesia vs Global Remote (2026)10,000+ postings, taxonomy-first classifier, Wilson CIs, pre-registered before analysis.
- Indonesia Hiring Report: Tech vs Non-TechJob demand by field from aggregate open-job counts — never individual listings.
- Indonesia Salary BenchmarkAggregate salary ranges across roles, with open methodology and dataset.
- Remote Market Reports by RoleAuto-generated per role family — skills, seniority, companies, salary.