Entry-Level Financial Service Professional

About the role

We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. You will guide individuals, families, and businesses through customized financial strategies.

Responsibilities

• Identify and pursue new business opportunities
• Develop and maintain relationships with clients
• Provide personalized financial advice and solutions
• Manage and grow your client base
• Adhere to company policies and procedures

Requirements

• Bachelor's degree in finance, economics, or related field
• Minimum 2 years of relevant experience in financial services or sales
• Strong communication and interpersonal skills
• Ability to work independently and manage time effectively
• Valid driver’s license and access to a reliable vehicle

Qualifications

• Life insurance sales experience preferred
• Knowledge of financial planning and investment strategies
• Experience with CRM software

Benefits

• Comprehensive health and dental insurance
• Retirement plans including 401(k)
• Flexible work schedule
• Professional development opportunities

Pay

$60,000 - $90,000 at plan per year

Schedule

Full-time position with flexible hours