Remote Financial Services Representative
Finance & AccountingPersonal Banker
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Quick Summary
Overview
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene.
Technical Tools
Finance & AccountingPersonal Banker
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.
Admin is part of the job: notes, appointments, CRM hygiene.
What comes with the seat
• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home
Traits that work here
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
If that is your default setting, apply. Interviews on Zoom.
Location & Eligibility
Where is the job
Miami, United States
Remote within one country
Who can apply
US
About this job
- Who can apply
- United States
- Posted
- 6 days ago
Listing Details
- Posted
- October 28, 2026
- First seen
- October 28, 2026
- Last seen
- November 4, 2026
Posting Health
- Days active
- 6
- Repost count
- 1
- Trust Level
- 35%
- Scored at
- November 4, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
Independent insurance agency operating under the American Income Life / Globe Life network
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