Posted Jul 11, 2026

Financial Customer Service Professional

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We’re expanding our leadership team and looking for someone who is hungry to grow, coachable, and excited about building a career in finance, recruiting, and team development. If you love helping people, thrive in a competitive environment, and want a clear path to leadership and income growth, this could be the right fit. ⭐ What You’ll Do • Learn the fundamentals of personal finance, insurance, and investment concepts • Support client onboarding, education, and long‑term financial strategy • Recruit and develop new team members who want to grow in the industry • Assist with team distributions, tracking, and organizational growth • Work closely with experienced leaders who provide hands‑on coaching • Build a business within a business — with mentorship every step of the way ⭐ What We’re Looking For • Coachable and eager to learn • Competitive with a strong internal drive • Enjoys recruiting, connecting with people, and building teams • Interested in personal finance, wealth building, and leadership • Values flexibility, autonomy, and performance‑based income • Wants to grow into leadership and potentially build their own team ⭐ What We Offer • A proven training system with step‑by‑step mentorship • Licensing support (Life, Investments, Advisory depending on track) • A collaborative, family‑oriented team culture • Clear advancement path with overrides, bonuses, and leadership income • The ability to build a business that pays you on your production and your team’s growth • 1099 (Commission + Bonuses + Residuals) If you’re ready to grow, learn, and build something meaningful in the financial industry, we’d love to connect. Apply Now Apply Now