Prestige Partners logo

Financial Professional (Remote)

Prestige Partners
Department:Finance
Type:REMOTE
Region:San Jose, CA
Location:United States
Experience:Entry level
Salary:$30,000 - $185,000
Skills:
SALESCUSTOMER SERVICELEADERSHIPBUSINESS DEVELOPMENTMANAGEMENTCLIENT RELATIONSHIPCOMMUNICATIONINTERPERSONALFINANCIAL PLANNINGRETIREMENT PLANNINGINSURANCETECHNOLOGY TOOLS
Share this job:

Job Description

Posted on: August 15, 2026

Financial Services Representatives (U.S. based position)

Remote | Part-Time or Full-Time

At Prestige Partners, we are continuing to grow and are selectively connecting with motivated professionals who are interested in developing a long-term career in financial services.

We are a mentorship-driven organization focused on financial education, client relationships, and professional development. Our platform combines structured training, modern technology, and leadership support to help professionals build confidence and create meaningful impact.

This opportunity is best suited for professionals with prior work experience in sales, customer service, leadership, business development, education, management, or client relationship roles. Individuals who are entrepreneurial, self-motivated, and interested in building a long-term career in financial services tend to be the strongest fit.

What You'll Do

  • Learn and apply financial strategies based on client goals and needs
  • Educate individuals, families, and business owners on retirement planning, protection strategies, and long-term financial planning
  • Build and maintain professional client relationships with guidance and mentorship
  • Participate in ongoing training, development, and collaborative team support
  • Use technology tools to support client communication, organization, and follow-up
  • Grow professionally with opportunities for increased responsibility and leadership development

Ideal Candidate

  • Strong communication and interpersonal skills
  • Self-motivated, coachable, and committed to professional growth
  • Interest in finance, education, or client-facing work
  • Values flexibility, accountability, and meaningful impact
  • Comfortable learning new systems, outreach strategies, and relationship-building skills
  • No prior financial industry experience is required. Training and mentorship are provided.

What You'll Gain

  • Structured training and ongoing mentorship
  • Remote flexibility with part-time and full-time pathways
  • Professional development within a collaborative team environment
  • Access to modern tools and client support systems
  • Opportunities for long-term career growth and leadership development

Compensation

Paid per client + incentives.

Income range in the first year can vary $30,000, $60,000 to $185,000

Requirements

  • Must be a U.S. resident
  • Must have or be willing to obtain a Life & Health Insurance License (guidance provided)
  • Professional integrity and strong communication skills
  • Willingness to learn and grow in a dynamic industry
  • Collaborative mindset and openness to feedback

If you are looking for a flexible professional opportunity with training, mentorship, and long-term growth potential, we welcome the opportunity to connect.

Apply or send a message to learn more.

Originally posted on LinkedIn

Apply now

Please let the company know that you found this position on our job board. This is a great way to support us, so we can keep posting cool jobs every day!

Prestige Partners logo

Prestige Partners

View company page
USARemoteJobs.app logo

USARemoteJobs.app

Get USARemoteJobs.app on your phone!