This position is no longer accepting applications
Closed on September 7, 2026.
This role is filled — get an email when new Financial Planning roles open on FinanceJobs.io:
Financial Representative
Get alerted when similar jobs are posted — set up a New Financial Planning jobs on FinanceJobs.io alert.
See other roles at Perry Elite Group.
Job Description
The Financial Representative role with Perry Elite Group is a remote opportunity based in Georgia, designed for motivated and coachable candidates. The position includes full training, ongoing mentorship, and licensing support, with compensation tied to performance and an uncapped income potential.
Role Overview
Perry Elite Group is seeking individuals to join its growing financial services team. This is a performance-based role with flexible scheduling, remote work, and a structured path for advancement. No prior experience is required, as the company provides training, mentorship, and licensing support to help you succeed from the start.
Key Responsibilities
- Assist individuals and families in working toward their financial goals
- Deliver guidance on financial strategies and protection plans
- Build and maintain client relationships
- Learn and apply proven systems and sales processes
- Complete required background screening, as the role must meet eligibility standards
Required Qualifications
- Strong communication skills
- Coachable mindset with willingness to learn
- Self-motivated attitude and positive outlook
- Ability to pass a background check
Training, Mentorship, and Licensing Support
The role includes comprehensive training and mentorship, along with state licensing assistance. Paid training and professional development assistance are provided to support continued skill building and career progression.
Compensation and Work Arrangement
- Remote work based in Georgia
- Monthly salary range: USD 2,000 - 10,000
- Uncapped earning potential tied to performance
- Flexible schedule with options for part-time or full-time
Additional Benefits
- Financial planning services
- Opportunities for leadership and growth
- Referral program
- Retirement plan