Financial Services Representative – Training & Flexibility Provided

Company: GB Broadway Financial Group
Location: Green Bay, WI

About the Role

We’re looking for sharp, motivated people who enjoy helping others and are excited to learn about personal finance. As a Financial Services Representative, you’ll guide individuals and families through simple financial strategies that help them protect their future.

No prior experience? That’s okay — our team provides hands-on training and ongoing mentorship.

If you’re a strong communicator who likes setting your own schedule and working with purpose, this is a great fit.

What You’ll Be Doing

• Connecting with clients to understand their financial priorities

• Sharing straightforward solutions for protection, savings, and retirement planning

• Following a step-by-step system that makes conversations easy

• Attending virtual or in-person training sessions

• Maintaining client relationships and supporting them through the application process

What Makes This Opportunity Stand Out

• Flexible schedule (part-time or full-time)

• Hybrid or remote work available after initial training

• Supportive team environment

• Skill development in communication, finance, and client relations

• Clear pathways for advancement and leadership opportunities

You’re a Great Fit If You Are:

• Personable and comfortable speaking with people

• Open to learning new concepts

• Organized and dependable

• Self-driven and coachable

• At least 18 years old and able to obtain a state Life License (we guide you through it)

Compensation

This is a 1099 independent contractor role. Compensation is based on completed client services, with additional incentives and growth opportunities available. Earnings vary by individual effort and client volume.

Ready to Begin?

If you want an opportunity that blends flexibility, purpose, and growth, apply today. Our next training group starts soon.