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David Careers

Financial Services Associate

Posted 5 days ago

linx financial connectSavannah (GA)
Securities, Commodities, and Financial Services Sales AgentsInsurance Agencies and Brokerages

SENIORITY

Junior

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About the role

Company Description: Linx Financial Connect is a growing organization in the financial services sector, focused on helping individuals, families, businesses to build and protect their financial futures by providing financial literacy education to empower our clients to make more informed decisions in relation to their finances. They offer a range of solutions, which includes term and permanent insurance, retirement planning, education funds, and also rollovers between retirement accounts to protect money from market loss due to the volatility of the stock market. Our financial services professional team is growing and we give the opportunity for people of all different backgrounds to apply. However, we also give back to those that go above and beyond to protect their community, so we encourage current and former first responders, police, fire, EMS to bring their real-world skills into financial services. If your career has been built on staying calm under pressure, earning people's trust fast, and making high-stakes decisions clearly, those are the exact skills this role runs on, applied to helping families with budgeting, retirement planning and income protection. Entry level, no financial background needed. We provide training and walk you through licensing so you can build your own client base around a schedule that respects shift work instead of competing with it.
Responsibilities:
  • Lead one-on-one and small group educational sessions with clients, virtually or in person
  • Present financial concepts clearly and in plain language
  • Guide clients through understanding and implementing basic strategies
  • Grow and serve a client base through consistent follow-upComplete licensing, training, and ongoing professional development
  • Uphold professional standards and industry compliance requirements
Qualifications:
  • Excellent Communication skills, both written and verbal, with a client-focused, empathetic approach.
  • Relevant certifications or licenses (such as CFP, Series licenses, or insurance licenses) are preferred and highly beneficial. We give new applicants the opportunity to attain their Life license.
  • Proven ability to work independently in a remote environment, manage time effectively, and handle multiple client relationships.
  • High ethical standards, attention to detail, and commitment to regulatory compliance and confidentiality.
  • Bachelor’s degree in finance, business, economics, or a related field is preferred, however we do provide training for candidates that are coachable and up for the challenge
  • Willing to obtain the required state licenses (we guide you through it)
Compensation This is a 1099 independent contractor position. Compensation is 100% commission-based and tied to individual production. There is no base salary, or hourly wage. Earnings are uncapped, however, they depend on effort, experience, and client activity. Most part-time agents working 4-10 hours a week usually report a monthly income in the range of $2500-$7500, though individual results vary. Schedule & Location Part-time or full-time on a schedule you set Remote, with optional local client meetings
What we offer:
  • Training and licensing support provided at no cost to you (training itself is unpaid)
  • Ongoing professional development
  • The opportunity to build a long-term client base of your own
Additional Information: State licensing must be completed before working with clientsindependent contractor (non-employee) position Requires being comfortable working in a 100% commission, performance-based environment

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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