Flexible Side Income Financial Services

A financial services organization is seeking part-time, entry-level representatives to support client education and administrative activities. This role is designed for individuals seeking flexible, supplemental income alongside school or another job.
 

Position Overview
 

Representatives will assist in providing general financial education and support licensed professionals with client-facing and administrative tasks. Responsibilities may increase as individuals complete training and, if applicable, obtain required state licensing.

 Key Responsibilities:

 • Schedule and coordinate client appointments

 • Provide general, non-specific financial education (training provided)

 • Assist licensed representatives with client documentation and follow-up

 • Participate in training sessions and team meetings

Work Schedule:

 • Part-time; flexible hours based on availability

 • Evening and weekend availability may be beneficial

 • Remote work options available 

Minimum Qualifications:

 • Must be 18 years or older

 • Authorized to work in the United States

 • High school diploma or currently enrolled in college/university

 • Strong communication and organizational skills

 • Ability to work independently and as part of a team

Training & Licensing:

 • Certain responsibilities require obtaining a state-issued life insurance license

 • Licensing is optional at entry but required for advancement into client-facing advisory roles

 • Candidates are responsible for meeting state licensing requirements, including background checks where applicable

 Important Disclosures:

 • This opportunity is independent contractor-based, not a traditional W-2 employment position so no clocking in or out. 

 • Income is performance-based and may vary significantly

 • Participation in licensing is required for certain income opportunities

 • This role does not guarantee employment, income level, or advancement

Application Process:

 • Apply through Handshake

 • Selected applicants will be invited to attend an informational group session

 leading into a one-on-one interview
 

This position is best suited for individuals seeking flexible, supplemental income and professional development