Phoenix Financial Partners · 15 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 empowers individuals to build their own financial business. The Retirement Services Representative role involves meeting with clients virtually, learning retirement strategies, and helping families plan for their future while growing their 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
Benefits
Licensing support
Step-by-step training
Business coaching
Sales systems
Ongoing mentorship
Remote flexibility
Part-time or full-time options
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