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Entry Level Financial Agent

PFS is expanding and looking for motivated college students who want meaningful experience, flexible hours, and the chance to build long-term financial independence.

If you’re passionate about helping people and interested in finance, business, or leadership, this opportunity is a great fit—no experience required.

 

About the Role

As a Entry Level Financial Agent, you will:

  • Market and promote our financial services
  • Assess client needs and recommend appropriate insurance and financial solutions
  • Educate individuals and families on how to build stronger financial futures
  • Build client relationships through communication, appointments, and support
  • Participate in team training, leadership development, and professional growth initiatives

 

This position is fully remote, making it ideal for students balancing coursework, extracurriculars, or part-time schedules.

 

What Makes This Opportunity Student-Friendly

 

  • No experience required — full training and licensing provided
  • Flexible hours — part-time and full-time options
  • All licensing, study materials, and exam fees covered by the company
  • Resume-boosting experience in client communication, financial literacy, leadership, and business development
  • Opportunities for advancement, mentorship, and ongoing education


 

Who We’re Looking For
 

Students who demonstrate:
 

  • Strong communication and customer service skills
  • An entrepreneurial mindset and willingness to learn
  • Leadership potential and decision-making ability
  • Reliability, professionalism, and self-management
  • Access to a stable internet or Wi-Fi connection


 

Responsibilities
 

  • Identify client needs and match them with appropriate services
  • Educate clients on financial strategies and product options
  • Support clients through a personalized financial process
  • Schedule appointments, take calls, and maintain communication
  • Assist clients and team members with paperwork
  • Participate in marketing and outreach initiatives
     

Requirements

  • Must be 18+ (Federal requirement)
  • Must be able to pass a state and federal background check (no felonies)
  • U.S. Resident
  • Self-disciplined, accountable, and trustworthy

What We Provide

  • Paid training bonus program
  • State & federal licensing (fully covered)
  • Flexible work schedule (PT/FT)
  • No quotas or caps on commissions
  • Stock opportunities
  • 11 income streams, including residual income
  • Company-paid trips for qualifying representatives
     

If you want a flexible opportunity that helps you build real-world skills while making an impact, we’d love to connect!