Phoenix Financial Partners ยท 4 days ago
Retirement Services Representative- Entry Level
United States
Part-time
Remote
New Grad, Entry LevelPhoenix Financial Partners is an independent financial services organization committed to helping clients achieve financial security. The Retirement Planning Professional will guide clients through financial decisions related to retirement, income protection, and wealth accumulation, while benefiting from comprehensive training and mentorship.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Meet with clients to assess financial goals and needs
Develop tailored strategies for insurance, retirement, and wealth-building
Build and maintain long-term client relationships
Utilize modern fintech tools to manage and grow your business
Participate in ongoing mentorship and professional development
Advance into leadership or agency-building opportunities as your business grows
Qualification
Required
Must be 18+ and a U.S. Citizen, Resident, or Work Permit holder with SSN
Willing to obtain a state Life & Health Insurance License (training provided)
Positive attitude, self-discipline, and desire to learn
No prior financial experience required
Preferred
Entrepreneurial mindset with strong personal integrity
Passionate about helping others and improving financial literacy
Coachable, driven, and proactive
Strong communication and follow-through skills
Works well independently and in a team setting
Excited about long-term career growth and leadership opportunities
Benefits
Comprehensive training and licensing support (no experience required)
Mentorship and hands-on business development guidance
Supportive, collaborative team culture
Remote work flexibility (work from anywhere in the U.S.)
Part-time and full-time opportunities
Unlimited earning potential with bonuses, renewals, and passive income streams
Career path toward management and ownership
Performance bonuses (monthly, quarterly, travel incentives)
Residual and passive income through client renewals and agency development
Equity opportunities as your business expands
Company
Phoenix Financial Partners
As independent, fintech-driven financial services brokers, we partner with top-rated carriers across the U.S.
Founded in 2018Denver, CO, US
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase