Entry-Level Financial Representative
About the role
As a Financial Representative or Advisor, your primary responsibility will be to provide personalized financial strategies, helping clients plan for long-term success while also offering insurance services. You’ll be involved in the entire financial planning process, ensuring that clients receive the most accurate and comprehensive solutions tailored to their needs.
Responsibilities
- Offer personalized, one-on-one financial guidance and connect clients to the right products and services.
- Build and nurture long-term relationships based on shared values and financial goals.
- Grow your market base and expand your client portfolio.
- Complete extensive training and receive ongoing career support and professional development from Centric.
- Obtain necessary state licenses for Texas (Life, Health & Accident) and Series 7 and 66 (Sponsorship available).
- Develop your own client base by identifying and connecting with prospective clients (training provided).
Qualifications
- Bachelor’s degree in Finance, Business, or related field, or a High School diploma.
- Willingness to obtain required state licenses.
- Intent to obtain FINRA Registration (Series 6 or 7).
- Passion for positively impacting the lives of others.
- Strong interpersonal and communication skills.
Benefits
- State Licensing Sponsorship: We’ll cover the cost of required licensing.
- Marketing Support: Collaborate with our Marketing Department to build your practice through social media, networking, and more.
- Practice Branding: Receive customized marketing materials (business cards, stationery) and align with a Fortune 500 brand.
- Comprehensive Benefits: Medical, dental, vision, disability, accidental death, and dismemberment insurance.
- Retirement Plans: Access to pension, 401(k), and retiree medical plans.
- Ongoing Professional Development: Continued training and opportunities for career growth.
- Flexibility: Control your schedule to maintain a healthy work-life balance.
- Community Engagement: Access to exclusive membership programs and award-winning workshops to engage with clients and create meaningful connections.
Additional Benefits
- 401(k) & Defined Benefit Program
- Dental, Health, and Vision Insurance
- Flexible Schedule
Transition Package
- Available if you hold any of the following licenses: - Texas State Insurance Licenses (Life, Health & Accident), Series 7, or Series 66 - 3-5 years of experience with your own book of business
Compensation
$78,000 - $125,000/year
About Texas National Financial Group
At Texas National Financial Group, we’re more than a financial services firm. We’re a community built on gratitude, communication, and transparency. Our mission is to empower agents to build meaningful, purpose-driven careers while helping families protect what matters most. We combine personalized mentorship, innovative tools, and industry-leading training to give our professionals the support they need to grow successful, sustainable businesses.