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

Q0dWbWErMzJWWFVCQlRrek9ic0R4WTVtcmc9PQ==
  • Munger Agency
  • Green Bay, WI

Job Description

About Us

The Munger Agency is 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.

Job Tags

Full time, Remote work,

Similar Jobs

Courted

Product Designer Job at Courted

 ...smart, and building transformative tools for the next generation of real estate leaders. The Role Were looking for a Product Designer who loves solving problems and thrives in a fast-paced environment. Youll work end-to-end across the design process turning... 

Hinsdale School District

School Nurse Job at Hinsdale School District

 ...Job Description rs School Nurse SAU 92 is seeking a School Nurse for the Hinsdale Elementary School. Located in the southwest corner of New Hampshire along the Connecticut River, Hinsdale is a small, rural community boasting tremendous civic pride, community... 

Cipher Pharmaceuticals Inc. (TSX: CPH) (OTCQX:CPHRF)

Pharmaceutical Sales Representative (Queens) Job at Cipher Pharmaceuticals Inc. (TSX: CPH) (OTCQX:CPHRF)

 ...partners, generating interest, qualifying prospects, and closing sales. Responsibilities Make field visits to healthcare...  ...ongoing engagement efforts. Professionally represent Cipher Pharmaceuticals, delivering sales presentations to HCPs in accordance with company... 

Essentia Health

Athletic Trainer - Sports Medicine Job at Essentia Health

 ...peoples lives. We are seeking a highly motivated and compassionate Athletic Trainer to provide comprehensive healthcare services to student...  ...Qualifications: Bachelor's or Master's Degree in Athletic training from an accredited program. Key Responsibilities:... 

National Coalition of Healthcare Recruiters

Addiction Medicine Physician Job at National Coalition of Healthcare Recruiters

(Physician/MD qualifications required) Addiction Medicine - Locum Tenens Addiction Medicine Physician - 1099 Contractor | Newport Beach, CA--$200-$250 per hour. We are seeking an Addiction Medicine Physician (MD|DO) Primary Care to work in an Addiction Medicine...