Financial Services Representative

Job not on LinkedIn

🕒 April 2

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 55%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Calendly

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

☁️ SaaS

⚡ Productivity

🏢 Enterprise

💰 $3.5G Series B on 2021-01

SaaS • Productivity • Enterprise

Calendly is a leading scheduling platform, trusted by over 100,000 organizations worldwide, including 86% of Fortune 500 companies. It simplifies the process of scheduling meetings through integrations with Google Calendar, Microsoft Outlook, and other calendar systems. Calendly offers tools for automated meeting reminders, follow-ups, and customizable scheduling options, making it suitable for individual users and enterprise organizations alike. With features like video conferencing tool integration, custom event types, and comprehensive admin management, it supports a seamless scheduling experience and boosts productivity across teams. Calendly’s platform integrates with over 70 other tools to enhance workflow efficiencies, offering solutions for individuals, teams, and enterprise-level clients.

📋 Description

• Provide comprehensive financial services and education to families, individuals, and businesses • Educate clients so they understand financial decisions and can prepare for a safe, stress-free life • Build and grow a financial services business as an independent associate • Complete training, field training, and licensing activities • Develop marketing strategies, lead systems, and business plans • Identify and acquire first clients and business partners • Attend live virtual training twice weekly and additional training courses • Work with mentors while developing increasing independence • Provide financial education and solutions including personal finance, retirement, long-term care, small business protection, 401K and IRA rollovers, life insurance, college planning, and estate planning

🎯 Requirements

• Must pass a background check and have a clean record • Must be a USA citizen with a valid Social Security Number • Must be at least 18 years of age • High level of integrity and moral compass • Entrepreneurial-minded/self-starter • Interest in finance, money, and investments • Leadership skills and desire for growth • Ambitious, go-getter attitude • Great people skills and public speaking ability • Customer service/client relations skills • Able to complete life and health licensing within 30 days • Expected to attend live weekly training sessions on Tuesday evenings and Saturday mornings • Initial commitment of 10–20 hours per week during the training program

🏖️ Benefits

• Remote work from home • Flexible, self-developed schedule • Weekly live training and additional product training • Personal group of experienced mentors • Leadership advancement opportunities • Mentorship and personal development • Commission, residual, and passive income opportunities • Business ownership opportunity • Part-time or full-time participation • Virtual training and field training • Leadership development and business courses

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume