Financial Planning Specialist

Company Overview

Integrity Marketing Group is a leader in providing holistic life, health and wealth planning and solutions designed to help families achieve financial security, retirement planning, and wealth building strategies.. We are a rapidly growing life insurance agency dedicated to making the process of securing health and financial wellbeing simple. Beyond serving our clients, we support driven professionals by developing their skills with mentorship and resources needed to succeed and build their own independent business in the financial services industry.

Integrity Marketing Group is seeking motivated Financial Planning Specialists who want to make a difference. In this role, you’ll learn from industry leaders, develop professional sales skills, and help clients reach their financial goals — all in a supportive, flexible, and high-growth environment.

Key Responsibilities

• Client Education: Educate individuals and families on a variety of financial products and solutions designed to help them achieve greater financial stability and long-term security.
• Needs Assessment: Conduct personalized consultations to understand each client’s goals, challenges, and priorities, providing tailored recommendations to meet their financial objectives.
• Relationship Building: Develop and maintain strong client relationships through networking, referrals, and consistent follow-up, ensuring trust and long-term satisfaction.
• Sales Execution: Present and explain financial service options in a clear and engaging way, helping clients make confident, informed decisions.
• Team Collaboration: Work closely with mentors, trainers, and leadership to enhance your product knowledge, sales techniques, and professional growth.
• Professional Development: Participate in ongoing training programs to strengthen your communication, leadership, and client service skills.
• Compliance & Integrity: Conduct all client interactions with honesty and professionalism, maintaining compliance with company standards and regulatory guidelines.

Qualifications

• Strong entrepreneurial mindset with a desire for personal and financial growth.
• Excellent communication, presentation, and relationship-building skills.
• Self-motivated and disciplined, with the ability to manage time and goals effectively.
• Previous experience in sales, customer service, or financial services preferred (but not required).
• Willingness to complete any necessary state licensing or training requirements (assistance provided).
• Ability to work independently or as part of a team in a fast-paced, goal-oriented environment.
• Reliable transportation and the ability to attend client appointments or local events as needed.
• High school diploma or equivalent required; college coursework or degree in business, finance, or related field is a plus.
• Must be at least 18 years old with a valid driver’s license.
• Bilingual Speakers are highly encouraged to apply
• A one-time $200 investment for training, support, and carrier access.

What We Offer

• State licensing support (Life & Health Insurance).
• Structured mentorship and hands-on coaching. A collaborative culture focused on integrity, professionalism, and community impact.
• Opportunities for growth, leadership, and career advancement within a rapidly expanding national organization.
• A successful, duplicatable business model suited for part-time or full-time commitment to balance your professional and personal commitments.
• Access to products from top-rated financial carriers.

Compensation

• Compensation is performance-based, with commissions and bonuses available.
• The range is based on the average sales representative in current markets
• This is a 1099 position or non-salaried

Join us as a Financial Planning Specialist and become a vital part of empowering individuals to realize their financial aspirations! Your expertise will inspire confidence and help shape secure futures for our valued clients.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Pay: $30,000.00 - $100,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance

Application Question(s):

• A one-time $200 investment for training, support, and carrier access.

Are you willing to do so if accepted?

• This is a 1099 position or non-salaried, and compensation is performance-based, with commissions and bonuses available.

Do you understand?

Ability to Commute:

• Gaithersburg, MD 20878 (Required)

Work Location: Hybrid remote in Gaithersburg, MD 20878