Financial Services Representative Jobs in Overland Park, KS
Financial services representative jobs in Overland Park are in strong demand, concentrated in the Corporate Woods office park, the 119th Street corridor, and the Town Center area across banking, insurance, wealth management, and brokerage services. Employers hiring right now include datamap, Synergy Wealth Solutions, and Shamrock Trading Corporation. Scan the live roles below and apply to whichever ones fit.
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The Most Hands‑On, Field‑Trained, Producer‑Focused Agency in the Industry
Most financial companies hand you a product and hope you figure it out.
We do the opposite.
We field train you — meaning experienced advisors go on your appointments with you until you’re confident, competent, and producing at a high level. You get daily support, weekly training, and workshops that help close business for you.
What Our System Looks Like
A clear, repeatable process built around real client work:
- Structured appointment flow
- Proven pipeline strategy
- Repeatable sales process
- Field training on real appointments
You’re not guessing. You’re following a system that works.
How We Support You
Support here is hands‑on and in the field:
- Advisors sit beside you in real appointments
- Help presenting solutions
- Help closing business
- Daily support as you build your pipeline
- Weekly training to sharpen your skills
You’re never left alone to sink or swim.
What Mentorship Looks Like
Mentorship here is practical and personal:
- Joint appointments
- Real‑time coaching
- Feedback after every conversation
- Guidance on product selection
- Strategy for every client meeting
You learn by doing — with someone beside you.
What Training Looks Like
Training is ongoing and built around real production:
- Weekly development sessions
- Daily support when needed
- Workshops that help close business
- Product training across annuities, IUL, life insurance, and retirement strategies
This is training designed to make you a producer — fast.
What the Path Looks Like
Your path is simple and proven:
- Field train with experienced advisors
- Produce confidently using the system
- Build your book (you own it permanently)
- Grow your renewal income
- Move into leadership if you choose
Your business grows as your skill grows.
Who Thrives Here
People who:
- have performed in commission sales
- want hands‑on mentorship
- want a real system
- want daily and weekly support
- want to grow into high‑level producers
- want a long‑term career path
You don’t need financial services experience — we teach everything.
Requirements
- Ability to build your own pipeline
- Life & Health license (or willingness to obtain)
- Coachable and self‑driven
Compensation
$60,000–$90,000 year one (typical for advisors who follow the system), with income increasing as your client base grows.
Pay: $60,000.00 - $90,000.00 per year
Application Question(s):
- This career builds gradually over time, similar to real estate. It requires developing your own client base with full training and mentorship, and income grows as your skills grow. Are you willing to commit to a slow, steady ramp period in exchange for long‑term career upside?
Work Location: Hybrid remote in Overland Park, KS 66212
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Find JobsFinancial Services Representative Job Market in Overland Park
Who's Hiring
Top Industries Hiring
- Insurance
- Accounting & Auditing
- Agriculture & Farming
- Chemicals & Materials
- Banking & Financial Services
Financial Services Representative Jobs in Overland Park: Frequently Asked Questions
How do I get a financial services representative job in Overland Park?
Target the insurance carriers, regional banks, and independent wealth management firms clustered in Corporate Woods and along the 119th Street corridor, where the highest concentration of openings sits. Candidates who hold FINRA Series 6 or Series 7 licenses move to the front of the line at most Overland Park firms. Familiarity with the local affluent client base in Johnson County and experience with fee-based planning models also give applicants a clear edge over generalist candidates.
Which companies hire financial services representatives in Overland Park?
Companies currently hiring financial services representatives in Overland Park include datamap, Synergy Wealth Solutions, and Shamrock Trading Corporation, per current listings on Migrate Mate as of July 2026. Overland Park attracts a mix of national insurance carriers, regional credit unions, and independently owned financial planning practices, all of which hire representatives at multiple experience levels.
Are there remote financial services representative jobs in Overland Park?
Yes, though availability depends heavily on the role, since client-facing and branch-based positions remain mostly on-site while inside sales, account servicing, and licensed call-center roles are more remote-compatible. About 75% of financial services representative openings tied to Overland Park are remote or hybrid as of July 2026, with the largest share coming from insurance and brokerage firms that operate distributed service teams out of their Overland Park offices.
How can I get a financial services representative job in Overland Park with little or no experience?
The most realistic entry path in Overland Park is a licensed customer service or new accounts role at one of the regional bank branches or credit unions along Metcalf Avenue, where firms routinely hire candidates without prior financial experience and sponsor Series 6 or Series 63 licensing in-house. Insurance carriers in Corporate Woods also run formal associate programs that pair training with a book-of-business ramp. Completing your own licensing before applying, even at a community college prep course, shortens your ramp and distinguishes you from other entry-level applicants.
Which industries hire the most financial services representatives in Overland Park?
Most financial services representative openings in Overland Park sit in Insurance, Accounting & Auditing, and Agriculture & Farming, per current listings on Migrate Mate as of July 2026. Overland Park's position as the primary suburban business hub for the Kansas City metro draws the regional headquarters of insurance companies, brokerage operations, and diversified financial services firms, all of which maintain sizable licensed representative workforces locally.
See All 32 Financial Services Representative Jobs in Overland Park
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