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Remote Financial Specialist

Date Posted: Jun 23, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Richmond, Kentucky, 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: Sep 24, 2026
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Job Description

Overview

The Remote Financial Specialist role at Holmes Investment & Accounting Services offers an entry-level opportunity to join a team focused on making a positive impact by providing financial education and guidance. This position allows for flexible work from home, and previous experience is not required as training is provided.

Key responsibilities

  • Build relationships with clients
  • Provide financial education and guidance
  • Identify client needs and recommend appropriate solutions
  • Assist clients in obtaining financial products and services
  • Manage and grow client base

Required skills

  • Excellent customer service skills
  • Entrepreneurial mindset
  • Strong leadership and decision-making skills
  • Ability to develop, manage, and drive growth
  • Access to internet or Wi-Fi connection

What the company offers

  • Training to help you succeed
  • Coverage for all required pre-licensing courses and state licenses
  • Part-time or full-time flexibility
  • No quotas or caps on commissions
  • Stock opportunities
  • Residual income opportunities

Skills Required

Company Overview

Holmes Investment & Accounting Services
Richmond, Kentucky, United States of America
2 Current Jobs Openings

Holmes Investment & Accounting Services is a company focused on providing financial services and solutions. They collaborate with Primerica Financial Services to offer opportunities in the financial industry. Read More

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