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Remote Financial Specialist

Build client relationships and provide financial education and guidance remotely

As a Remote Financial Specialist, you will build relationships with clients and provide financial education and guidance. You will identify client needs and recommend appropriate financial solutions. You will assist clients in obtaining necessary financial products and services while managing and growing your client base. This role includes paid training and licensing support for motivated individuals with no prior experience required.

Why This Role?

Paid training program that gets you paid while learning financial services

Key Responsibilities

  • Build relationships with clients and provide financial education and guidance
  • Identify client needs and recommend appropriate financial solutions
  • Assist clients in obtaining necessary financial products and services
  • Manage and grow your client base

Requirements

  • 18 years of age or older
  • Pass a background check with no felonies
  • Legal authorization to work in the United States
  • Self-discipline and self-accountability
  • Trustworthiness and honesty
  • Access to internet or Wi-Fi connection

Required Skills

customer-servicesalescommunicationleadershipcustomer servicefinancial educationrelationship buildingneeds assessmentsolution recommendationclient management
View Original Description from Jobg8 (United States)

Original description from Jobg8 (United States)

Dallas, Texas (United States) As a Remote Financial Specialist (Entry Level), you will have the opportunity to make a positive impact on people's lives from the comfort of your own home. NO PREVIOUS EXPERIENCE NECESSARY. We provide a training program, that gets you paid while learning, to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers. As a Remote Financial Specialist, you will: Build relationships with clients and provide them with financial education and guidance. Identify their needs and recommend appropriate solutions. Assist clients in obtaining the necessary financial products and services. Manage and grow your client base. We are looking for candidates with: Excellent customer service skills An entrepreneurial mindset Strong leadership and decision-making skills The ability to develop, manage, and drive growth. Access to internet or Wi-Fi connection If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members. Primerica Financial Services provides: Training to help you succeed Coverage for all required pre-licensing courses and state licenses Part-time or full-time flexibility No quotas or caps on commissions Stock opportunities Residual income opportunities Join us in the journey of financial empowerment! Requirements: 18 years of age or older (This is a FEDERAL requirement) Pass a background check (No felonies) Must be Legal to work in the US Self-discipline and self-accountability Trustworthiness and honesty

Salary Context

Similar Operations roles on LokerDollar pay around $112.5k/yr (range $2.9k–350k/yr, n=244 active listings).

This listing is sourced from Jobg8 (United States), with the company profile and full details on this page. The one thing we can't auto-confirm is whether this specific apply link opens cleanly — it usually does, so go ahead and try it. Check back later if it doesn't load.

Openness not stated by employer — check the listing

Job Type
full time
Location
Remote · United States
Category
Seniority
entry
PostedFreshNew & verified
Sep 7, 2026

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Frequently asked questions

Is Remote Financial Specialist at Holmes Investment and Accounting Services a remote job?
Yes, this is a regional remote role (Remote). Check the listing for location requirements.
What type of employment is Remote Financial Specialist at Holmes Investment and Accounting Services?
This is a full time position.
How do I apply?
Click the "Apply" button on this page to go to the official application at Holmes Investment and Accounting Services.

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