Entry Level Financial Services Professional

Compensation

$60,000 per plan commission

About the role

This commission-based role is ideal for individuals who want to help others improve their financial futures while creating a long-term, relationship-driven career of their own. You’ll receive comprehensive training, mentorship, and access to a full suite of financial solutions — including investments and insurance — to support your growth to becoming a fully licensed financial advisor with your own book of business.

Responsibilities

• Help clients achieve their financial goals through personalized financial planning
• Build and maintain relationships with clients to provide ongoing support and guidance
• Offer a wide range of financial products and services, including investments and insurance
• Participate in ongoing training and development to stay up-to-date on industry trends and regulations
• Work independently to generate new business opportunities and manage a client portfolio

Requirements

• Strong interpersonal and communication skills
• Ability to work independently and manage time effectively
• Passion for helping others and building a successful career
• Self-motivated and proactive approach to learning and growing professionally

Qualifications

• Previous experience in a sales, education, hospitality, real estate, customer service, or military-related field
• Strong organizational and problem-solving skills
• Excellent attention to detail and ability to manage multiple tasks simultaneously
• Ability to work flexible hours, including evenings and weekends

Skills

• Strong communication and interpersonal skills
• Ability to build and maintain professional relationships
• Interest in financial planning and investment strategies
• Self-motivation and a proactive approach to learning

Benefits

• Comprehensive training and mentorship program
• Access to a full suite of financial solutions
• Opportunities for career advancement and personal growth
• Flexible work schedule to balance work and personal life

Pay

$60,000 per plan commission

Schedule

Flexible work schedule to balance work and personal life