Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Financial Services Specialist image - Rise Careers
Job details

Financial Services Specialist

About New Empire Financials

New Empire Financials is an independent financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals. As a non-captive firm, we work with a diverse range of highly rated financial institutions, allowing us to offer personalized solutions tailored to each client’s unique needs. We pride ourselves on providing comprehensive financial guidance while fostering a collaborative and supportive environment for our team members.

About the Role

This position offers the flexibility to work remotely, making it an excellent opportunity for those seeking a career change, a flexible work schedule, or professional growth in the financial services industry. No prior experience is required—our firm provides in-depth training and mentorship to help you develop the knowledge and skills necessary for success.

Key Services We Provide:

  • Asset protection
  • Debt management
  • Indexed financial strategies
  • Retirement planning
  • Life insurance solutions
  • Annuities
  • Business financial strategies

Work Options:

  • Full-time
  • Part-time
  • Referral Partnership

Many professionals start in a part-time or referral capacity before transitioning into a full-time role, allowing flexibility while gaining experience in the industry.

Ideal Candidate Skills:

  • Strong communication and interpersonal skills
  • Active listening and problem-solving abilities
  • Ability to explain financial concepts clearly and effectively
  • Self-motivated with a proactive approach to client service
  • Willingness to learn and grow within the financial industry

While no prior financial experience is required, experience in the following areas is beneficial:

  • Customer service
  • Sales and marketing
  • Public speaking
  • Leadership or business management

Primary Responsibilities:

  • Build relationships with potential clients through networking and referrals
  • Conduct Financial Needs Analyses (FNA) to assess client goals
  • Provide tailored financial solutions and support
  • Educate clients on financial products and coverage options
  • Assist in maintaining and growing client relationships


Qualifications & Requirements:

  • No prior experience necessary (training and mentorship provided)
  • Life and Health Insurance License preferred, but not required
  • If unlicensed, must be willing to complete the licensing process (assistance provided)
  • Must pass a background check
  • Must be at least 18 years old and currently reside in the U.S.

Why Join New Empire Financials?

  • Comprehensive Training & Development – Gain industry knowledge and hands-on experience through structured training programs.
  • Career Growth Opportunities – Potential for leadership roles and professional advancement.
  • Flexible Work Environment – Work remotely with a schedule that suits your lifestyle.
  • Supportive Team Culture – Collaborate with professionals who are committed to integrity, growth, and client success.
If you’re looking for a meaningful career in financial services with the flexibility to grow at your own pace, we’d love to connect with you.

Average salary estimate

$0 / YEARLY (est.)
min
max
$0K
$0K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Greenbacker Capital Remote No location specified
Posted 5 days ago
Photo of the Rise User
Robinhood Hybrid Chicago, IL · Denver, CO · Lake Mary, FL · Westlake, TX
Posted 8 days ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Dare to be Different
Reward & Recognition
Fast-Paced
Maternity Leave
Paternity Leave
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
401K Matching
Paid Holidays
Paid Sick Days
Paid Time-Off
Learning & Development
Social Gatherings
MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
LOCATION
No info
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 7, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!