Financial Representative

About the role

We are seeking a dedicated and motivated Financial Representative to join our team. In this role, you will be responsible for providing expert financial advice and services to clients, helping them navigate their financial goals, and manage their wealth effectively. The ideal candidate will possess a strong understanding of financial concepts, estate planning, and investment management, along with excellent customer relationship management skills.

Responsibilities

• Develop and maintain strong relationships with clients to understand their financial needs and objectives.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.
• Engage in ongoing professional development to stay current with industry trends and best practices in financial services.

Requirements

• Prior experience is NOT required. Training is provided whether experienced or new to the industry.
• Ability to communicate clearly and effectively to clients.
• Relevant certifications or licenses are NOT required at time of application.

Benefits

• Flexible schedule
• Professional development assistance
• Direct mentorship and training with Vice President
• Virtual training system to learn at your own pace

Pay

Compensation is based entirely on objective, quantitative performance results and offered across multiple income tracks -- including commission-only options with uncapped earning potential, full ownership of your book of business and client relationships, and long-term residual income.

Schedule

Hybrid Remote

Location

Nashville, TN (Hybrid Remote)