Location

Hybrid remote in Overland Park, KS 66213

Overview

We are an established financial services firm focused on retirement planning, investment products, and family protection strategies. We provide thorough training and ongoing support, while you bring the drive and dedication to building a lasting career.

What You’ll Do

Meet with clients to discuss their financial objectives, in person or virtually
Propose insurance and investment solutions tailored to each client’s needs
Grow your practice through community engagement and professional referrals
Acquire product knowledge and refine client engagement techniques
Participate in weekly team meetings and skills-building sessions

How We Set You Up

Onboarding program with clear, step-by-step guidance
One-on-one coaching from senior team members
Full technology suite including CRM, illustration tools, and digital resources
Administrative support for applications and processing
Flexible scheduling after completing the initial training period

What Successful Reps Do

Top performers here are self-directed, relationship-focused, and resilient. They stay organized, welcome feedback, and treat this as a long-term business, not a temporary role.

Requirements

Life & Health license (or willingness to obtain)
Strong communication and relationship-building skills
Self-motivated and comfortable with a performance-based environment

Compensation

Competitive pay structure with significant growth potential. A full breakdown is provided during the interview.

Job Types

Full-time
Part-time

Benefits

401(k)
Financial planning services
Flexible schedule
Health insurance
Life insurance
Parental leave
Retirement plan

Application Question(s)

This role operates on a performance-based model and includes training, mentorship, and a clear development path. Are you open to a compensation model tied to your results?

Work Location

Hybrid remote in Overland Park, KS 66212

Financial Services Representative (Mentorship & Training Provided)

Job Description