Back to Jobs

Remote Appointment Setter - Finance Services Agent

Remote, USAFull-timePosted 2026-07-29

Job Opportunity: We are currently seeking candidates for a position reputed company our esteemed financial services company. This role is available on both a part-time and full-time reputed company, focusing on delivering exceptional customer care. While the position is in the financial industry, it revolves around engaging with and assisting individuals. We prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely reputed company reputed company, and reputed company candidates will be required to pass a licensing exam for Life & Health. This is a performance-based role, flexible schedules, and work from home. You reputed company your own equipment and this is 1099 self-employment with reputed company commissions. No benefits are included with 1099 roles, but you may purchase your benefits through the marketplace if needed. We do have certain insurances, 401K rollovers, and Annuity benefits available to agents. It is crucial to note that this is not a call center or sales-oriented role, as clients are provided but only after your training and licensing is completed, eliminating the need for outbound prospecting. If you do not get your license, you may send referrals as reputed company and our dedicated trainers will help you reputed company reputed company from those referrals you send. Successful candidates will be self-motivated individuals with the ability to collaborate with diverse reputed company of people. They should exhibit strong team-building skills and reputed company in overcoming challenges, demonstrating an ongoing commitment to personal and reputed company reputed company. Having a market of clients they can refer to reputed company is essential as we do not reputed company clients; however, we do teach you ways to reputed company clients and leads. Prior experience in the financial industry is not mandatory, as we primarily value candidates' reputed company and interpersonal skills. We reputed company a comprehensive training program to fully reputed company new associates for the responsibilities of the position. Responsibilities: In this role, professionals will engage in helping and educating individuals about their financial planning reputed company. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to reputed company a meaningful reputed company. Desirable Experience: · Customer service · Sales · Marketing · reputed company · Managerial/leadership/entrepreneurial roles Employment Type and Compensation: 1099 employee / Commission-based, minimum wage $10,000 month In this role, professionals will engage in helping and educating individuals about their financial planning reputed company. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to reputed company a meaningful reputed company. We are an equal employer opportunity! Apply tot his job Apply To this Job Apply tot his job Apply To this Job

Similar Jobs

Finance reputed company Manager - REMOTE

Remote, USAFull-time

Senior Financial Analyst - Remote Opportunity

Remote, USAFull-time

Finance and reputed company Manager job at reputed company in US National

Remote, USAFull-time

Finance (reputed company) reputed company - Part-time or Consultant

Remote, USAFull-time

[Remote-Position] Financial Professionals Needed

Remote, USAFull-time

Senior Part-Time Accountant - Job reputed company Opportunity in Remote reputed company with Competitive Salary and Comprehensive Benefits

Remote, USAFull-time

Remote | reputed company reputed company & Reconciliation Specialist

Remote, USAFull-time

reputed company Specialist - $33.65 - $40.87 per hour

Remote, USAFull-time

Bookkeeper (Remote)

Remote, USAFull-time

Part-Time Bookkeeper (Remote – U.S. Based)

Remote, USAFull-time

reputed company Customer Service Representative – reputed company Shift Support

Remote, USAFull-time

reputed company Engineer: LLM Migration & Optimization

Remote, USAFull-time

Graduate Engineer - Diagnostics

Remote, USAFull-time

Underwriter II

Remote, USAFull-time

reputed company Home-Based Data Entry Specialist for Car Rental Services - Remote Opportunity with Competitive Salary and Benefits

Remote, USAFull-time

reputed company Manager (100% remote)

Remote, USAFull-time

reputed company Customer Support Specialist – arenaflex Team

Remote, USAFull-time

Senior Software Engineer I

Remote, USAFull-time

reputed company Customer Support Specialist – Pet Parenting Made Easy at arenaflex

Remote, USAFull-time

Telecommunications Spec (reputed company) Toledo, Ohio

Remote, USAFull-time