Financial Representatives

Job description

PFS is expanding and looking for motivated college students who want meaningful experience, flexible hours, and the chance to build long-term financial independence.

If you’re passionate about helping people and interested in finance, business, or leadership, this opportunity is a great fit—no experience required.

About the Role

As a Financial Representative, you will:

Market and promote our financial services

Assess client needs and recommend appropriate insurance and financial solutions

Educate individuals and families on how to build stronger financial futures

Build client relationships through communication, appointments, and support

Participate in team training, leadership development, and professional growth initiatives

This position is fully remote, making it ideal for students balancing coursework, extracurriculars, or part-time schedules.

What Makes This Opportunity Student-Friendly

No experience required — full training and licensing provided

Flexible hours — part-time and full-time options

All licensing, study materials, and exam fees covered by the company

Resume-boosting experience in client communication, financial literacy, leadership, and business development

Opportunities for advancement, mentorship, and ongoing education

Who We’re Looking For
 

Students who demonstrate:
 

Strong communication and customer service skills

An entrepreneurial mindset and willingness to learn

Leadership potential and decision-making ability

Reliability, professionalism, and self-management

Access to a stable internet or Wi-Fi connection

Responsibilities
 

Identify client needs and match them with appropriate services

Educate clients on financial strategies and product options

Support clients through a personalized financial process

Schedule appointments, take calls, and maintain communication

Assist clients and team members with paperwork

Participate in marketing and outreach initiatives
 

Requirements

Must be 18+ (Federal requirement)

Must be able to pass a state and federal background check (no felonies)

U.S. Resident

Self-disciplined, accountable, and trustworthy

What We Provide

Paid training bonus program

State & federal licensing (fully covered)

Flexible work schedule (PT/FT)

No quotas or caps on commissions

Stock opportunities

11 income streams, including residual income

Company-paid trips for qualifying representatives