Bank Specialist remote jobs

Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered) Flexible schedule perfect for travelers or stay-at-home professionals No quotas or income caps Residual income + bonuses + stock options Tax advantages (1099 contractor) Requirements: 18+ & no felony record Reliable Wi-Fi & Zoom access Self-motivated & trustworthy

Flexible in-person and hybrid therapy opportunities for licensed Georgia clinicians-grow your practice with Rula's full admin support. Help your community heal-face-to-face. Rula makes it easy for licensed therapists in Georgia to grow their private practice through in-person care . Whether you see clients exclusively in person or offer a hybrid schedule, Rula connects you with clients who are looking for meaningful, local, relationship-based therapy-and handles the rest. And now through the end of 2025, we're offering an exclusive incentive: Earn double pay for every new in-person client intake session to help meet the growing demand for in-person services. Compensation & Details $80 per hourly session (53 minutes) plus double pay for new in-person client intake sessions (through Dec. 2025) Guaranteed biweekly payment via direct deposit Payment protection for no-shows, late cancellations, and denied claims 1099 contractor role - full flexibility, no minimum caseloads or hour requirements Minimum Qualifications Must have an office space in Georgia for in-person sessions Must hold an active Georgia license as one of the following: Licensed Clinical Social Worker (LCSW) Licensed Marriage and Family Therapist (LMFT) Licensed Professional Counselor (LPC) Why Join Rula? Our dedicated therapist community is made up of thousands of providers across the country, each with diverse backgrounds, experiences, and specialties. We take care of the behind-the-scenes tasks so that you can focus on what matters most-your clients. Here's what else Rula has to offer: Grow your practice through in-person therapy: Therapists who offer in-person availability receive up to 60% more referrals -and through the end of 2025, you'll also earn double pay for each new in-person client intake session as part of our effort to expand in-person access across Georgia. We handle the logistics: Rula takes care of credentialing, billing, EHR, and tech support-you focus on care. Get best-fit client referrals: We match you with clients based on your specialties, approach, and availability-so the right clients find you. Set your own schedule: See as many clients as you choose, when you choose. You can also offer hybrid sessions if you prefer. Dedicated human support: Real people are here to help via chat, email, or phone. Clinical quality & community: Join a supportive therapist network with peer consultation opportunities, CEU offerings, and a shared commitment to quality care. About Rula Rula is a national behavioral health platform connecting clients with licensed therapists for high-quality care-in person or online. We handle marketing, referrals, credentialing, and admin tasks so you can focus on helping clients heal. We're expanding in Georgia and inviting compassionate, licensed LCSWs, LMFTs, and LPCs to join our growing network of in-person and hybrid providers making a difference in their local communities. Incentive Terms & Conditions: The new client intake rate will be paid out as a rate change to initial sessions completed in-person with CPT code 90791 and use of an initial assessment template for the pay periods starting Saturday, October 4, 2025 (pay date of Friday, October 24, 2025) and continuing through the pay period ending Friday, December 27, 2025 (pay date of Friday, January 16, 2026). The location of service will be determined based on what's indicated in the signed note. Any misuse of this incentive, as determined by Rula, will be reviewed in accordance with the Network Access Agreement and providers may be subject to disciplinary action. Notes must be completed within 48 hours of the scheduled session per Rula's timely documentation requirements. Late documented sessions, CPT codes besides 90791, and location of service besides office will be reimbursed at the contracted rate. All terms and conditions of the Network Access Agreement remain in force and unchanged.

This role is for one of our clients We're seeking experienced professionals based in the U.S., U.K., Canada, Europe, or Australia to contribute to a research initiative with a leading AI lab focused on foundational model development. This role is ideal for individuals with a strong background in investment banking who can apply their analytical and financial expertise to high-impact research and content creation. Requirements You're a Great Fit If You Have: 2+ years of experience at a top-tier investment banking firm. Expertise in at least one of the following areas: Financial Modeling Pitch Deck Development Investment or Analysis Summaries and Memos Company or Industry Analysis Role Details Engagement Type: Fully remote and asynchronous - work on your own schedule. Commitment: Minimum of 10 hours per week. Duration: 4-week initial engagement starting in October, with potential extensions or future project opportunities based on performance. Compensation & Structure Pay Rate: $130/hour, with the potential for higher rates for exceptional performance. Payment Schedule: Weekly payouts based on hours logged. Classification: Independent contractor role.

Job Description Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Licensed Financial Services Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen. This remote position is only available to candidates who meet the following criteria: Must be securities licensed and have experience in the Financial Services industry. Must be willing and able to work at three office locations on-site with opportunity for occasional remote work. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Develop new service opportunities with both existing and new clients. As an Agent Team Member, you will receive... Base Salary $80k - $100k depending on experience Commissions Paid time off (personal/sick days and vacation) Paid holidays Employer paid group health insurance Matching 401(k) Valuable experience Growth potential/Opportunity for advancement within my office Requirements Prior financial services experience (required) Securities licenses (required) Life and Health license (required) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

Job DescriptionAmalgamated Bank is seeking a Retail Banking Representative to be responsible for providing a high quality of Customer Service in a broad variety of activities. This position will be called on to work in both the Teller and Customer Service areas, according to needs. This position is responsible for presenting full array of Amalgamated Bank's products to existing and potential customers at the Branch and at off-site events. The role will also support branch management in achievement of branch performance metrics and reports to our Co-Op City location. By joining our team, you'll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: Customer Service Duties: Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including but not limited to the Bank's CIP and customer service policies Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses Perform all functions to open and maintain new and existing accounts Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary Participate in off-site sales calls, branch networking, community and CRA activities Resolve customer complaints regarding sales, services or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments Maintain correspondence with customers and back office by following-up to ensure resolution Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts Approve checks (up to authorized limit) using knowledge of account history and account information on file Perform various administrative duties as directed by Branch Manager Responsibilities behind Teller Line: Perform all RBR duties such as stop payment orders, accept payment for rental of safe deposit boxes, process deposits / withdrawals, cash checks etc Assist other RBR's in balancing daily transactions, verifying tickets and daily balancing of the teller area. Assist RBR's with complex work-related matters (i.e. check cashing). Research and investigate customer claims in archive area, in matters relating to missing deposits, missing checks, original ATM envelopes, etc., to help resolve issues for customers in a timely manner Perform RBR functions as assigned. Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts Approve checks (up to authorized limit) using knowledge of account history and account information on file General Responsibilities: Assist Officers in performing various Branch functions and Branch reports, as requested Render priority services to customers in need of special handling Perform various related clerical duties as directed Knowledge and use of the Bank's Redi system to keep current with updates to policy and procedures Knowledge, Skills, and Experience Requirements: High School Diploma or equivalent Minimum of two (2) years Teller experience required or successfully completing the teller training course in lieu of Teller experience Strong interpersonal and communication skills to build rapport with prospective and existing customers Must be flexible to work and/or transfer throughout the network, on an as needed basis Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The starting base salary for this role is between $25 per hour - $27per hour. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Small Business Bookkeeping Hero (Client Accounting Services - CAS If you are looking for an opportunity to grow in a Client Accounting Services Firm that fully supports work/life balance, this is the place for you. You will fit right in if you are technically proficient in Accounting and QuickBooks Online, agreeable, detail oriented, work well with deadlines, handle multiple tasks easily, and appreciate learning. Named one of the Top CAS firms in the Country and a Weatherhead 100 recipient, you will be part of a team of nationally known experts. Our services are in demand, and we continue to grow annually. We help over 200 organizations and small businesses every year. You will find every day is a new adventure at BudgetEase. Clients vary from providers of wind energy to airplane leasing for rock stars. Our team of consultants are Better Together - we have not been stumped on a bookkeeping question yet. If you are not a QuickBooks Certified ProAdvisor you will be in the first two weeks on the job. Our four-week on-boarding program allows you to hit the ground running and the learning never ends at BudgetEase. You will be assigned a mentor, and your education and development will never stop. Workspace Most of the time you work from home. We provide a standing desk and all the equipment you need to do your job that includes regular Zoom meetings with clients. Our office is in an upscale shared workspace near downtown Cleveland. You will be expected to meet in person for training and once a month for work, in person as a team. BudgetEase's mission, Making YOU Profitable, means everything we do results in making our clients profitable. Culture/Core values Having fun while getting things done Better together Cost Effective Solution for our clients We are hiring full-time positions and part-time positions (minimum 25 hours a week during normal business hours). Qualifications 3-5 years' experience in Accounting, Finance, Bookkeeping and/or QuickBooks Strong analytical and problem-solving skills Computer savvy, familiar with Windows and have a love for numbers Expert knowledge of Microsoft Office, a plus Strong time management, communication, and administrative skills Detail oriented Enjoy working with people and a team Ability to work at a fast pace Lifelong learner Business Degree and/or 2+ years' experience in finance or accounting Must be able to pass a background check (including credit check) Smoke-free workplace Responsibilities Contribute to BudgetEase's Success Maintain flexibility and adapt to dynamic work environment(s) Be an efficiency champion, on the lookout for challenges and implementing better systems Strive for excellence when delivering services to 5-15 on-going clients Manage Clients Stay informed of clients' needs Look for and suggest cost effective solutions to clients Provide client service* in a timely and professional manner Communicate questions and concerns to Team Leaders as needed for assistance Document Weekly/Monthly/Quarterly to-does based on clients' needs in Client Hub our project management system. *AR/AP maintenance, bank reconciliation, journal entries, data entry into QuickBooks, preparation of reports, maintain commission schedules, maintain grant and other higher-level accounting functions, enter payroll, manage cash flow, understand the differences in QBs files, prepare and enter budgets, catch-up QBs files. Train Continuously Communicate educational/ training needs & interests to your Team Leader Research solutions/applications to address client needs/questions Collaborate with Team Share innovative ideas and practices with co-workers at company meetings and as needed Provide backup and/or assistance to co-workers when time allows Ask questions/request feedback from others Other Mandatory daily huddle Respond to client requests within 24 hours Enter time in Ebillity in accordance with the Time Reporting Procedure Keep Outlook calendar current with obligations Be punctual. Keep client/team member informed if you are late for an appointment Keep CEO and Team Leader informed when you have time in your schedule for more work Meet commitments on a timely basis Dress appropriately for virtual calls with clients and team Work independently on a flexible schedule between 6AM and 6PM, Monday-Friday Compensation $25-35 per hour worked Simple IRA after 6 months, 2% contribution, no-match Cell phone allowance - $30/month Health Insurance stipend, holiday pay, PTO (Paid Time Off) Group Life Insurance with Voluntary Life Option up to $300,000 (requires EOI) STD Insurance

Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you! What You'll Do * Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process * Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time * Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews * Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions * Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities * Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals * Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture Requirements For Success * Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients * Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions * Strong business acumen with the ability to assess and support the unique needs of small business clients * Excellent verbal and written, communication skills, with strong organizational and time management abilities * Proven relationship-building skills and a client-first mindset * Proactive and self-motivated approach to sourcing and developing new business opportunities Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status: * Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website

Fairview is looking for a Patient Financial Services Representative III to join our team! This is a fully remote position approved for a 1.0 FTE (80 hours per pay period) on the day shift. The DME/Follow-up/Billing department manages patient accounts by applying strong knowledge of insurance guidelines, denial codes, collection practices, and customer service. The team independently resolves billing concerns, processes correspondence and payment research, reviews explanations of benefits, and communicates clearly with patients, payers, and vendors to ensure timely and accurate claim resolution. Additional responsibilities include managing bad debt, completing refunds, verifying insurance, securing authorizations, and confirming sales orders in alignment with payer and compliance requirements. Responsibilities * Manages and resolves complex patient accounts by ensuring accurate financial transactions, appropriate reimbursements, and timely follow-up with payers, patients, and internal partners. * Performs daily work with high accuracy and productivity, following departmental best practices while identifying and implementing process improvements. * Serves as a subject matter expert with advanced knowledge of revenue cycle workflows, systems (including Brightree, expected payment calculations), payer policies, and regulatory requirements. * Conducts detailed investigations of high-complexity accounts, processes internal and external correspondence, and ensures clear, professional communication. * Utilizes multiple systems and payer portals to secure payment, verify insurance/demographics, apply correct adjustments, and educate patients/guarantors on financial responsibilities. * Provides mentorship and support to team members, leading discussions, facilitating meetings, and contributing to high-visibility projects. * Collaborates across departments to expedite account resolution and support business outcomes through accurate documentation, single-touch resolution, and continuous workflow optimization. Required Qualifications * 2 years in a medical billing office setting or relevant experience * Organizational skills, Communication skills, Attention to detail * Ability to problem solve and able to utilize resources independently Preferred Qualifications * 2 years of medical billing office setting experience * MS Office experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience * Experience working with medical terminology * Experience working with CPT-4 and ICD-10 * Extensive knowledge of FV account review experience * Extensive knowledge of FV system applications * Extensive knowledge of FV RCM workflows * Billing certification * Substantial system super user experience Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status

Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: With 12 years in business and a team of 9 full-time professionals, our agency is built on excellence, teamwork, and community connection. We provide monthly and quarterly team challenges with bonus opportunities, group medical coverage, and retirement contributions to support your success both at work and in life. Our agency has been honored with multiple State Farm awards, including Ambassador Travel, SVP Club, and Honor Club - recognition that reflects our commitment to delivering exceptional service and coverage to every customer. Outside the office, Drew is an avid golfer who enjoys traveling, and our team shares that same spirit of energy and engagement. Were also proud to give back to the community through volunteer efforts and local involvement. If youre looking to join a supportive, award-winning team that values both hard work and community connection, wed love to hear from you! ROLE DESCRIPTION: Drew Federau - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success every day. Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations. QUALIFICATIONS: Possess excellent communication skills. Display good analytical skills. Provide excellent customer service. Life/Health Insurance License Successful track record of meeting sales goals/quotas preferred This is a remote position.

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off ROLE DESCRIPTION: As a Financial Services Representative with Grant Buckner State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office This is a remote position.

Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative with Robert Reed State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. This is a remote position.

About Us The Munger Agency is a fast-growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote-first, growth-driven, and dedicated to mentorship and professional development. Job Summary We are looking for self-motivated, coachable individuals who are ready to launch a long-term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one. Key Responsibilities Communicate with prospective clients who have requested information Understand individual needs and provide tailored recommendations Manage your schedule, client follow-ups, and personal goals independently Work within a team-focused environment that values learning and collaboration Participate in regular training and mentorship to improve performance What We Offer Work-from-home flexibility with full-time or part-time options Complete training and hands-on mentorship A supportive and growth-oriented team culture Clear path to advancement and leadership opportunities Requirements What You Need Strong communication skills and a desire to help others Self-discipline and a high level of personal responsibility Willingness to learn and adapt in a fast-paced environment Comfortable working independently and remotely Must be 18 or older and authorized to work in the U.S.

Job DescriptionBenefits: Bonus based on performance Competitive salary Training & development ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Terry Stone - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office This is a remote position.

Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jon Laskin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with policy needs and educate Recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. Property and Casualty License ( must have or be able to obtain) Life and Health License (must have or be able to obtain) Please complete our application if you are motivated to succeed and can see yourself in this role. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents' employees must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their employees. State Farm agents employees are not employees of State Farm. This is a remote position.

Job DescriptionBenefits: Bonus based on performance Flexible schedule Paid time off ROLE DESCRIPTION: As a Financial Service Rep with the Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. State Farm Experience required FINRA Series 6 and 63 and 65 licenses required Life Health License required This is a remote position.

Job Description About the Opportunity: Join a rapidly growing agency helping families across the U.S. protect what matters most. Whether you're licensed or just starting out, we'll provide the mentorship, training, and tools to help you thrive. What You'll Do: Work remotely from anywhere in the U.S. Connect with clients who requested information - no cold calls Offer coverage options from trusted carriers Build relationships while protecting families Option to develop your own agency What We Offer: Comprehensive virtual training Step-by-step licensing guidance Flexible scheduling (PT or FT) Commission-based income with daily pay Bonus programs Warm leads and full team support Compensation (Commission Only): PT $1,500 - $3,000 / mo FT $3,000 - $7,000 + / mo We're Looking For: Driven and coachable individuals Clear communicators Independent and goal-oriented Ready to earn a license (we help you) Requirements: U.S. resident, 18 + Background check Internet + phone + computer ⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market. Apply Now to take control of your career and income. Requirements Must be 18 years or older U.S. resident (currently hiring in the U.S. only) Must be able to pass a background check Willing to obtain a Life & Health insurance license (we help with this) Comfortable working remotely with internet access Strong communication skills Self-motivated and coachable Benefits Remote work - work from anywhere Flexible schedule - set your own hours No income cap - performance-based pay Access to warm leads - no cold calling Daily pay from top-rated insurance carriers Bonus structure available Licensing support for new agents Team mentorship & leadership development Potential to grow your own agency

Job Description This opportunity offers full remote flexibility while providing the tools and mentorship you need to succeed. You'll follow a proven system that simplifies the process and helps you grow at your own pace. Earnings are uncapped. Bonuses and incentive trips are available. Long term leadership roles open naturally as your performance increases. Great for someone who wants real growth without losing independence. Who Thrives Here People who are: Coachable and willing to follow a proven process. Self-driven and goal-oriented. Good communicators who care about helping others. Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture. If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow - on your terms. Apply today, and we'll set up a short conversation to see if it's the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus-but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.

Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker