About this position
Looking to build a career in a growing industry—with flexibility, mentorship, and purpose?
We’re partnering with motivated individuals across Iowa who want to launch a career in financial services, fully remotely. As a Financial Services Trainee, you’ll be guided through a step-by-step process to learn how to support clients with income protection, debt strategy, and retirement planning.
No background in finance? No problem. We provide everything you need—from licensing support to training tools.
Key Responsibilities:
Meet virtually with individuals and families via Zoom or phone
Use company tools and scripts to guide financial conversations
Attend weekly training and coaching sessions
Set your own schedule and manage your workload independently
What You’ll Receive:
Full onboarding and licensing support
CRM system, sales scripts, and training resources
Remote flexibility (part-time or full-time)
Structured growth path with ongoing mentorship
You’re a Good Fit If You:
Live in Iowa and want a remote career with a clear roadmap
Are dependable, eager to learn, and people-focused
Want to develop real skills while helping others
Prefer structure and support over solo sales or gigs
Requirements:
18+ with valid U.S. Social Security Number
Reside in Iowa
Able to pass a background check (no felonies)
Willing to obtain certification/licensing (we help with this)
This is a structured opportunity—not a short-term gig—for Iowa residents ready to grow in a remote-first role.
Powered by JazzHR