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Financial Services Representative

OIC
San Antonio, Texas Accounting Posted Aug 14, 2026
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Job Description

Financial Services Representative (Full-Time or Part-Time)

Location: Remote & Local Opportunities Available

We're growing our team and are looking for motivated individuals who enjoy helping others and are interested in building a rewarding career in financial services.

As a Financial Services Representative, you'll educate individuals, families, educators, and business owners on topics including:

Life Insurance
Retirement Planning
Health Insurance
401(k), 403(b), and 457 Plans
Pension Education
Supplemental Benefits
Financial Wellness

We are an approved retirement education provider serving school districts in Texas, California, and Georgia , currently working with more than 480 school districts nationwide .

What We Offer

Flexible full-time or part-time opportunities
Work-from-home and hybrid options
Comprehensive training and mentorship
Assistance obtaining your Life & Health Insurance License (if needed)
Ongoing professional development
Leadership and advancement opportunities
Performance-based compensation with unlimited earning potential
Supportive team environment

Qualifications

Strong communication and interpersonal skills
Self-motivated and coachable
Desire to help others
High school diploma or equivalent
Life & Health Insurance License preferred, but not required (licensing assistance provided)

Ideal Candidates

This opportunity is a great fit for:

Career changers
Recent graduates
Educators
Veterans
Professionals seeking additional income
Individuals looking for a flexible career with growth opportunities

If you're looking for a career where you can make a positive impact while building your own future, we'd love to hear from you.

Apply today to learn more about this opportunity.