Financial Services Rep. (Remote)

About BYO FinancialBYO Financial is committed to helping individuals and families build stronger financial futures through education, personalized planning, and professional guidance. We provide comprehensive training, mentorship, and entrepreneurial opportunities for individuals looking to establish a rewarding career in financial services.Location: Remote (United States)Employment Type: Independent Contractor (1099)Schedule: Flexible (Part-Time or Full-Time)Job OverviewBYO Financial is seeking motivated and entrepreneurial individuals interested in building a career in financial services. This entry-level opportunity provides structured training, mentorship, and licensing support to help you educate clients and develop personalized financial strategies. No prior industry experience is required.Key ResponsibilitiesClient SupportAssist clients in understanding their financial goals and objectives.Gather and organize client financial information.Support the development of personalized financial plans.Build long-term relationships through professional guidance and ongoing support.Financial EducationEducate clients on topics including:Retirement planningWealth accumulationRisk management and insuranceFinancial goal settingBusiness DevelopmentParticipate in client outreach and engagement activities.Build and maintain a strong client network.Attend team meetings and training sessions.Apply newly learned financial concepts in client interactions.Professional DevelopmentComplete structured training and licensing requirements.Work closely with experienced mentors.Continuously develop financial knowledge and client service skills.Minimum QualificationsMust be at least 18 years of age.Authorized to work in the United States.Ability to pass a background check.Reliable computer and internet connection.Willingness to obtain required state licenses (training provided).Preferred SkillsStrong communication and interpersonal skills.Customer-focused attitude.Self-motivated and organized.Interest in personal finance and helping others.Customer service or sales experience is a plus but not required.CompensationIndependent Contractor (1099)Commission-based earningsNo guaranteed hourly wage or salaryIncome is based on individual performanceBenefits & PerksFully remote work environment.Flexible part-time or full-time schedule.Comprehensive training program.One-on-one mentorship and coaching.Professional licensing support.Entrepreneurial career growth opportunities.Ongoing learning and development.Ideal CandidateThe ideal candidate is someone who:Enjoys helping individuals and families achieve financial goals.Possesses excellent communication and relationship-building skills.Is self-motivated and comfortable working independently.Has an entrepreneurial mindset and a desire for long-term career growth.Is eager to learn and develop professionally in the financial services industry.Equal Opportunity EmployerBYO Financial is an Equal Opportunity Employer committed to fostering a diverse, inclusive, and respectful workplace. We consider all qualified applicants for opportunities without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, marital status, or any other characteristic protected by applicable law.