Financial Services Representative

SCHREIBER FINANCIAL SERVICE LLC

Financial Services Representative

Charlotte, NC
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Stock options plan

    Training & development

    About Us

    We’re a rapidly growing life insurance agency dedicated to helping families secure their financial futures. Our team operates 100% virtually, providing personalized insurance solutions with integrity, compassion, and professionalism. We’re expanding nationwide and seeking driven individuals who want more than just a sales job — we offer a clear path into leadership and management for those ready to take their careers to the next level.

    What You’ll Do

    Connect with warm leads (no cold calling) via phone, Zoom, or other virtual platforms

    Educate clients on life insurance options tailored to their goals and needs

    Assist clients with the application and underwriting process

    Maintain regular follow-ups and build long-term relationships

    Work closely with mentors and managers to develop advanced sales and leadership skills

    Build and manage your own sales team as you grow within the organization

    What We Offer

    Fully remote and flexible schedule — work from anywhere with Wi-Fi

    Leads provided — no need to hunt or cold call

    Comprehensive training program — learn sales, licensing, and leadership skills

    Performance-based promotions — leadership opportunities for top performers

    High-commission structure + residual income potential

    Supportive team environment with mentorship and collaboration

    What We’re Looking For

    Strong communication and interpersonal skills

    Entrepreneurial mindset with a drive for personal growth

    Self-disciplined, coachable, and goal-oriented

    Comfortable using Zoom and other virtual communication tools

    Must be able to obtain (or already hold) a state life insurance license

    Previous sales experience is a plus, but not required — we provide full training

    Career Path

    This role begins with virtual sales training and client interaction. Top performers are eligible for advancement into Agency Management, where you’ll lead, mentor, and develop your own team while earning overrides and bonuses on your team’s production.