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Financial Services Representative (Training Provided)

United1 Financial Services - Riverside, CA

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Job Description

Launch Your Career in Financial Services - Flexible Schedule | High Income | Supportive Team We're a fast-growing agency helping families with life insurance, auto/home insurance, mortgage loans, retirement accounts (401k, Roth IRA, annuities), legal protection, and identity theft services. Whether you're looking for part-time or full-time , we offer: ✅ Work-from-anywhere flexibility ✅ Complete training & state licensing ✅ Personal mentorship & growth opportunities ✅ Supportive, high-energy team culture Top performers earn $100K+ annually No experience? No problem. Just bring a great attitude and a desire to grow!! Educate individuals and families on life insurance, retirement planning, and investment solutions (e.g. Roth IRA, 401(k), annuities) Help clients secure auto, home, and mortgage protection insurance Guide clients through mortgage loan prequalification and refinancing solutions Provide legal protection and identity theft coverage options Meet with clients virtually or in person to assess their financial needs and goals Deliver customized solutions with integrity and professionalism Maintain client relationships and provide ongoing service and support Work independently and collaboratively with a team of licensed professionals Participate in ongoing training, mentorship, and leadership development Complete state-required licensing (company-assisted if not already licensed)

Created: 2025-06-05

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