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Financial Services Rep. (Entrepreneurial Remote)

Date Posted: May 28, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Baltimore, Maryland and Grand Kru, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 28, 2026
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Job Description

Overview

BYO Financial is expanding its team and seeking motivated individuals for a Financial Services Representative role that offers entrepreneurial potential. This position is designed for those interested in helping clients understand their financial options and build personalized plans, with no prior experience required as structured training and mentorship are provided.

Key responsibilities

  • Learn and apply financial concepts through training
  • Assist in gathering client financial information
  • Support the development of basic financial plans
  • Educate clients on retirement planning, wealth accumulation, and risk management
  • Participate in team meetings and training sessions
  • Help with outreach and client engagement efforts

Required skills

  • Financial planning
  • Client engagement
  • Customer service
  • Sales experience
  • Risk management
  • Communication
  • Organization
  • Entrepreneurial skills
  • Ability to pass a background check
  • Access to a computer and reliable internet
  • Willingness to obtain required state licenses

What the company offers

  • Flexible work schedule
  • Remote/work-from-home opportunity
  • Structured training program
  • Mentorship and ongoing support
  • Opportunity for professional growth
  • Performance-based compensation
  • Commission-based payment structure

Skills Required

Company Overview

BYO Financial
Baltimore, Maryland and Grand Kru, United States of America
1 Current Jobs Openings

BYO Financial focuses on providing financial services with a strong emphasis on training and mentorship for those looking to start a career in finance. They aim to help clients understand their financial options and create personalized financial plan... Read More

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