What are the responsibilities and job description for the Remote Financial Services Representative position at Peak Wealth Management?
Work from Anywhere | Flexible Hours | Industry-Leading Training Provided
We are a rapidly growing financial services company looking for self-motivated, business-minded professionals who want to take control of their income and build long-term wealth—all while helping families achieve financial security.
No prior experience required – full training and licensing provided
Work remotely – set your own hours and be your own boss
Commission-based earnings with uncapped income potential
Leadership & management opportunities for those seeking career growth
About Us
Our mission is to inspire families to dream again by providing smart, risk-mitigating financial solutions. We work with clients to create tax-efficient wealth strategies, retirement plans, life insurance solutions, and investment education. Our business model allows team members to grow a thriving business, work from anywhere, and create financial independence.
What You’ll Do
✅ Help clients understand and implement financial security, retirement planning, and life insurance solutions
✅ Work with individuals & business owners to develop wealth-building strategies
✅ Network and prospect for clients through referrals, social media, and warm leads
✅ Attend ongoing training and mentorship sessions to become a financial expert
✅ (Optional) Build and lead your own team for additional revenue streams
Who We’re Looking For
Entrepreneurial Mindset – You are looking for a business, not just another job
Goal-Oriented & Self-Motivated – You take action and push for results
Coachable & Willing to Learn – No experience needed, but a desire to master the financial industry
People-Focused – Passion for educating and helping clients make better financial decisions
Leadership Potential – Those with a drive to lead and build teams can move into management
Ideal candidates are professionals who want financial & time freedom, work remotely, and have a passion for financial literacy!
Why Join Us?
100% Remote – Work from anywhere
High Commission-Based Pay Bonuses (Uncapped Earning Potential)
Training & Licensing Assistance (No Experience Needed!)
Flexible Schedule – Control Your Work-Life Balance
Residual & Passive Income Streams Available
Career Growth – Leadership Opportunities for Those Who Want to Build a Team
Compensation
Uncapped Commission Structure – Earn based on performance (Avg. $50K-$150K /year potential)
Bonuses, Incentives & Leadership Overrides
Residual & Passive Income Opportunities
Your success is in your hands. If you’re ready to work hard and build wealth, this opportunity is for you!
Salary : $50,000 - $150,000
