Remote Licensed Financial Services Rep
Boost your chances before you apply.
SalesDraft Recruiting
Bellaire, TX, US
Summary
You will connect with clients to educate them on financial strategies and recommend solutions tailored to their needs. Additionally, you will manage your sales pipeline and follow-up activities while participating in ongoing professional development.
Job Description
Licensed Financial Services Representative – Remote
Roethlisberger Life Group
At Roethlisberger Life Group, we believe financial protection should be simple, honest, and centered around what matters most — helping families build security and long-term peace of mind. We are committed to protecting families while developing agents into confident, successful professionals through mentorship, training, and a people-first culture.
Founded on values like integrity, personal growth, teamwork, service, and doing the right thing even when no one is watching, our agency was built to provide real opportunities for individuals who want to grow a meaningful career while making a lasting impact on others.
We are currently hiring motivated individuals for a Licensed Financial Services Representative role — a fully remote, 1099, commission-based opportunity focused on helping families protect their financial future.
About the Role
This position is best suited for individuals who already understand:
- Working on commission
- Managing a sales pipeline
- Following a proven sales process
- Handling objections professionally
- Maintaining consistency with daily activity and follow-up
As a Licensed Financial Services Representative, you will work directly with individuals and families to help them secure solutions tailored to their goals and needs. You’ll have access to proven systems, structured training, and one-on-one mentorship designed to help you succeed without being left on your own.
What You’ll Do
- Connect with clients who have requested information
- Educate families on services and strategies
- Follow a proven sales process to identify client needs and recommend appropriate solutions
- Manage your pipeline, appointments, and follow-up activities in a remote environment
- Build trust-based client relationships through honest communication and service
- Participate in ongoing training, coaching, and professional development opportunities
- Work independently while remaining connected to a collaborative and supportive team culture
What We Provide
- Access to warm leads
- No inventory, fulfillment, or territory restrictions
- 100% remote work with flexible scheduling
- Structured training, one-on-one mentorship and hands-on support
- Licensing guidance from start to finish (typically completed online in 7–10 days)
- Proven systems and sales processes designed for long-term success
- Performance-based compensation with uncapped earning potential
- Opportunities for residual income and long-term business growth
What We’re Looking For
- Prior sales experience preferred
- Strong communication and relationship-building skills
- Professionalism, self-discipline, and strong work ethic
- Ability to manage activity independently in a remote setting
- Coachable mindset and willingness to follow proven systems
- Ability to obtain a state insurance license (we guide you through the process)
Why Join Roethlisberger Life Group?
At Roethlisberger Life Group, we’re building a culture focused on mentorship, growth, integrity, and helping people create better futures for their families and themselves. Our leadership team believes in hands-on coaching, real support, and creating an environment where driven individuals can grow into long-term careers.
If you’re looking for a remote opportunity where your effort directly impacts your income, growth, and future — we’d love to connect with you.
Apply Now
Ready to see if this opportunity is the right fit for you?
Apply today and connect with the Roethlisberger Life Group team to learn more about building a rewarding career in financial services.
At SalesDraft, we believe that recruiting should be automatic, scalable, and impactful, enabling companies to grow their sales teams effortlessly. Our mission is to transform direct sales recruiting into a seamless, automatic process that delivers unmatched efficiency and results.
With SalesDraft, candidates move smoothly through your pipeline, guided by automatic, text-driven communication at every step. SalesDraft never sleeps, forgets to follow up, or misses an opportunity to engage. From scheduling interviews to confirming attendance, every candidate action is tracked in real-time, ensuring nothing falls through the cracks. Missed a meeting or skipped a step? SalesDraft automatically follows up to keep the process moving without manual intervention.
SalesDraft does more than manage candidates—it helps you grow your applicant pool. By providing robust data tracking, we identify which job titles, descriptions, and posting locations are most effective, allowing you to fine-tune your strategy and attract a higher volume of quality candidates.
SalesDraft delivers repeatable, sustainable, and predictable results while saving your sales managers countless hours and reducing overhead. With unlimited scalability and a focus on growing sales teams efficiently, SalesDraft ensures your recruiting process is built to scale—automatic
Founded
2023
Company size
11-50 employees
Industry
Software Development
Org type
Privately Held
Headquarters
Lehi, Utah
At SalesDraft, we believe that recruiting should be automatic, scalable, and impactful, enabling companies to grow their sales teams effortlessly. Our mission is to transform direct sales recruiting into a seamless, automatic process that delivers unmatched efficiency and results.
With SalesDraft, candidates move smoothly through your pipeline, guided by automatic, text-driven communication at every step. SalesDraft never sleeps, forgets to follow up, or misses an opportunity to engage. From scheduling interviews to confirming attendance, every candidate action is tracked in real-time, ensuring nothing falls through the cracks. Missed a meeting or skipped a step? SalesDraft automatically follows up to keep the process moving without manual intervention.
SalesDraft does more than manage candidates—it helps you grow your applicant pool. By providing robust data tracking, we identify which job titles, descriptions, and posting locations are most effective, allowing you to fine-tune your strategy and attract a higher volume of quality candidates.
SalesDraft delivers repeatable, sustainable, and predictable results while saving your sales managers countless hours and reducing overhead. With unlimited scalability and a focus on growing sales teams efficiently, SalesDraft ensures your recruiting process is built to scale—automatic
Founded
2023
Company size
11-50 employees
Industry
Software Development
Org type
Privately Held
Headquarters
Lehi, Utah