Financial Professional - Team Sponsored Launch - Endeavor Financial Group

Responsibilities

• Learn and understand the entire operation of Endeavor Financial Group
• Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
• Position products, services, and strategies to help clients gain financial clarity
• Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
• Participate in events to attract new clients and provide financial education to the local community
• Finalize, submit, and track all client paperwork for account and application changes
• Collaborate with Lead Advisor on complex scenarios
• Schedule, prep, and document all your client meetings

Requirements

• Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)
• Life, Health, and Annuities registration required
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• Ability to maintain integrity of sensitive/confidential information

Characteristics

• Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player
• Motivated by helping others and relationship-oriented
• A natural coach or guide with strong interpersonal skills
• Passionate about living a life of generosity by serving others, not just selling products

Compensation

$50,000 - $80,000 plus the opportunity for commissions

Benefits

The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group.

Pay

$50,000 - $80,000 plus the opportunity for commissions

Schedule

Full-Time