Overview
Financial Services Representative Jobs in Remote at Troyer Capital
About the Role
We’re a client-focused financial services team expanding our remote representative division. We work with individuals and families nationwide to review their full financial picture — income, existing coverage, and retirement timeline — and build a plan around their actual goals.
This is a fully remote, client-facing role. You’ll conduct scheduled virtual consultations, complete a structured financial needs assessment with each client, and present life insurance and retirement solutions that fit their situation. Prior financial services experience isn’t required. We train you, we help you get licensed, and we support you through your first cases.
What You’ll Do
- Conduct scheduled virtual client consultations and complete structured needs assessments
- Review client income, obligations, existing coverage, and retirement goals
- Present life insurance and retirement solutions matched to each client’s situation
- Guide clients through the application and enrollment process
- Maintain accurate client records in our case management system
- Attend weekly training, case reviews, and coaching sessions
Backgrounds That Translate Well
Our strongest representatives come from roles where you had to understand someone’s full situation before making a recommendation:
- Sales of any kind — retail, automotive, real estate, B2B, telecom, hospitality
- Banking, lending, or mortgage services
- Healthcare or client coordination roles
- Teaching, coaching, or training
- Customer service and account management
Communication skills and coachability matter more than industry experience.
Training and Licensing Support
Not licensed yet? We guide you through your state’s licensing process step by step. Already licensed? You’ll move straight into platform onboarding, mentorship, and client presentation training.
Most new representatives complete onboarding and are ready for client appointments within 2 to 4 weeks.
What We Provide
- Structured onboarding covering assessment methodology, consultation process, and product knowledge
- Mentorship from an experienced leadership team
- A proven sales system with scripts, tools, and ongoing coaching
- A clear path to grow your role and income as you produce
Requirements
- Availability for a full-time schedule
- Reliable internet and a computer capable of video conferencing
- A quiet, professional remote workspace
- Ability to maintain a consistent appointment schedule
- Willingness to obtain your state insurance license
Compensation
This is a commission-based role. You earn a commission on each policy placed, plus renewal commissions on policies that stay active. Many representatives begin earning during onboarding, as soon as they’re licensed and working their first cases. Earnings are performance-based and reflect the consistency you put in.
How to Apply
Click Apply and submit your resume. Qualified candidates will be contacted to schedule a brief introductory interview.
Pay: $72,000.00 – $100,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote
Title: Financial Services Representative
Company: Troyer Capital
Location: Remote
Category:
