Financial Representative

About the role

This role is ideal for a motivated, relationship-driven professional who wants more autonomy, uncapped earning potential, and the ability to build a book of business over time.

Key Responsibilities

• Build and manage a pipeline through networking, referrals, and proactive outreach
• Conduct discovery meetings to understand client goals and priorities
• Educate clients on financial strategies and solutions aligned to their needs
• Develop long-term relationships through ongoing service, reviews, and follow-up
• Leverage mentorship, training, and internal resources to grow your practice
• Maintain compliance standards and complete required licensing

Qualifications

• Strong communication skills and a relationship-first approach
• Self-motivated, accountable, and comfortable in a performance-based environment
• Demonstrated ability to set goals and execute consistently
• Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
• Bachelor’s degree preferred

What We Offer

• Uncapped commission structure with performance-based growth
• Non-captive model with flexibility and autonomy
• Training, coaching, and mentorship to support business development
• A collaborative advisor community and proven infrastructure