Financial Advisor
TriSearch · Dallas, TX · 1 mo ago
On-siteFinance$40/hrFull-time
About the role
This high-performing agency is seeking a hungry, sharp Financial Advisor to join a 19-person team supporting a $40M+ P&C book of business.
Key Responsibilities
- Sell mutual funds, investments, annuities, and life insurance products
- Possess strong sales “moxie” and drive
- Conduct client discovery and recommend appropriate financial solutions
- Build and manage a personal book of business
- Participate in joint appointments with Jim for mentorship and deal support
- Contribute to increasing overall client retention across the agency
- Maintain strong in-office presence to build relationships and capture walk-in traffic
Ideal Candidate Profile
- Coachable and team-oriented
- Comfortable in a small-town, relationship-driven environment
- Culturally aligned and brand-conscious on social media
- Motivated by long-term career growth
Qualifications
- Active Series 6 and Series 65 licenses
- Active Life & Health license
- Approximately 1–5 years of financial services or investment sales experience
- Experience selling mutual funds, investments, annuities, or life insurance
- Strong verbal communication and professional presence
- Ability to work fully in office in Gainesville or Whitesboro, TX