Entry-Level Financial Services Representative Job at Munger Agency, Green Bay, WI

Y2Ftc1dWeGNFd1R1RmVOQ0xkdmVJcWdyaUE9PQ==
  • Munger Agency
  • Green Bay, WI

Job Description

About Us

We are a fast-growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote-first, growth-driven, and dedicated to mentorship and professional development.

Job Summary

We are looking for self-motivated, coachable individuals who are ready to launch a long-term career in financial services. In this role, you’ll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required—we provide complete training and support to help you succeed from day one.

Key Responsibilities

Communicate with prospective clients who have requested information

Understand individual needs and provide tailored recommendations

Manage your schedule, client follow-ups, and personal goals independently

Work within a team-focused environment that values learning and collaboration

Participate in regular training and mentorship to improve performance

What We Offer

Work-from-home flexibility with full-time or part-time options

Complete training and hands-on mentorship

A supportive and growth-oriented team culture

Clear path to advancement and leadership opportunities

Requirements

What You Need

Strong communication skills and a desire to help others

Self-discipline and a high level of personal responsibility

Willingness to learn and adapt in a fast-paced environment

Comfortable working independently and remotely

Must be 18 or older and authorized to work in the U.S.

Must be able to pass a background check

Job Tags

Full time, Remote work,

Similar Jobs

Omni Inclusive

React JS Developer Job at Omni Inclusive

5+ years of experience as front end developer in ReactJS developmentIn-depth knowledge of JavaScript, CSS, HTML, and front-end languages.Knowledge of REACT tools including React.js, Webpack, Enzyme, Redux, and Flux.Experience with user interface design.Knowledge of... 

Cure.

Video Director & Producer Job at Cure.

 ...Social Video & Storytelling . Help create engaging short-form content (Reels, TikToks, YouTube Shorts) that aligns with our brand voice and vision. Post-Production Leadership . Manage post shoot edits, workflows, motion graphics, sound, and delivery. Maintain consistency... 

S. C. Johnson & Son, Inc.

Associate Manager, Toxicology Job at S. C. Johnson & Son, Inc.

 ...you ready to lead the charge in shaping the future of product safety? As a Functional Expert on our Home Cleaning and Air Care Toxicology Safety Team, you'll be at the forefront of innovation-protecting consumers and empowering the business through cutting-edge... 

Krista Care LLC

Staffing Agency Recruiter Job at Krista Care LLC

 ...Krista Staffing is a newly established staffing agency specializing in recruiting qualified healthcare professionals, including Home Health Aides (HHA), Caregivers, and Certified Nursing Assistants (CNAs). Our mission is to connect dedicated healthcare workers with meaningful... 

Ochsner Health

Physician - Interventional Pain Management Job at Ochsner Health

 ...Ochsner Health and discover your future today! I Physician - Interventional Pain Ochsner Health - Covington, Louisiana Job...  ...&R Physician, fellowship trained in Interventional Pain Management in Covington, LA to join its expanding, multi- specialty...