Phoenix Financial Partners ยท 9 hours ago
Retirement Services Representative- Entry Level
United States
Part-time
Remote
New Grad, Entry LevelPhoenix Financial Partners is an independent financial services firm that provides opportunities for individuals to build their own financial business. The role involves meeting with clients virtually, learning retirement strategies, and helping families plan their future while growing one's own business.
Financial Services
No H1B
Responsibilities
Meet with clients virtually
Learn retirement strategies
Help families plan their future
Build long-term relationships
Grow your own business
Train with experienced mentors
Qualification
Required
18+
U.S. work authorization
Willing to get a Life & Health license
Strong work ethic
Preferred
Want income control
Like helping people
Are coachable
Take initiative
Think long-term
Benefits
Licensing support
Step-by-step training
Business coaching
Sales systems
Ongoing mentorship
Remote flexibility
Part-time or full-time options
Uncapped commissions
Bonuses
Residual income
Passive income
Agency-building income
Equity opportunities
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