Financial Representative

Are You an Influencer with a Drive to Succeed?

We are seeking individuals who are not only adventurous and bold, but who are also open, optimistic, and unselfish. If you are service-oriented, quick to act, positive, and possess high social confidence you may be exactly who we are looking for.

Your Opportunity to Make an Impact

Now is the time to act. We are searching for a go-getter who is ready to build a business by providing guidance and financial advice to clients. As a persuasive and charismatic Financial Representative, you will be responsible for gathering clients, developing meaningful relationships, analyzing financial data, implementing effective financial plans, and offering advice on investments and insurance. In this role, you will have the chance to make a significant impact on the lives of your clients and on your own life as well.

Redefine Your Career and Your Life

This is a career move that could change everything. If you feel a sense of restlessness or hear an inner voice urging you to be bolder, this may be your moment to step forward. It’s your opportunity to build something meaningful, to gain greater control over your life, and to unlock your inner entrepreneur. Imagine making a profound impact on the world around you while designing the course of your own career.

Within our firm, this transformation is happening every day. By joining us, you can make a career move that could redefine every relationship in your life from your personal connections to your relationship with your work and your finances. If you have ever considered business ownership, now is the time to take the leap and start your business with us.

Role and Responsibilities

As a Financial Representative, you will work directly with individuals, businesspeople, and families to help them secure their financial future. Your work will be valuable and aligned with our shared values:

• Make a positive impact on people's lives and the communities you care about by providing paths to financial stability and peace of mind.
• Follow a well-defined career path that combines education, mentorship, and teaming opportunities.
• Benefit from a culture of innovation that embraces growth and adapts to change.
• Experience transparency, honesty, and clarity as the foundation of every partnership.
• Have a voice, your contributions and input truly matter.
• Enjoy flexibility and the freedom to design your work and life according to your vision.

How You Will Build Your Business

• Establish networks and cultivate referrals.
• Develop and maintain long-term relationships with clients.
• Provide financial solutions through thorough fact-gathering and needs analysis.
• Broaden and deepen your skillset through ongoing professional development and collaborative work with fellow associates.

The Ideal Candidate

• A strong relationship-builder who takes a client-first approach.
• A connector with people and a connector of people.
• Dedicated, independent, self-motivated, and goal oriented.

Contact us today to discuss how you can make a meaningful change in your career and have a great impact on your life.

Pay: $63,727.88 - $74,704.54 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 3 years (Required)

License/Certification:

• Life and Health Insurance (Preferred)
• Series 7 (Preferred)
• Series 66 (Preferred)

Work Location: In person