Financial Representative - Jim Driscoll Team

Full-time opportunity available in Braintree, MA, with remote or in-person options.

About the Role

As a Financial Representative with the Jim Driscoll Team at Rise North Capital, you will develop the skills and knowledge necessary to build a career delivering financial guidance to individuals, families, and businesses. Your goal will be to develop long-term client relationships, understand clients' financial goals, and help provide solutions in areas including insurance, asset accumulation, and retirement planning.

Through coaching, mentorship, training, licensing support, marketing resources, and collaboration with experienced professionals, we will provide you with tools and help you develop the skill sets needed to build and maintain client relationships and grow your business. For candidates with leadership ambitions, there is also an opportunity to develop toward a leadership track, recruit and mentor others, and ultimately build your own team.

What We're Looking For

• Motivated and driven to create a successful career
• Coachable and willing to learn
• Interested in developing into a leadership role
• Entrepreneurial and interested in potentially building their own team
• Strong communicators and relationship builders
• Competitive and goal-oriented
• Resilient
• People-oriented
• Self-motivated with a strong work ethic
• Able to demonstrate a track record of leadership, sales, achievement, or success

Preferred (but not required) experience includes:

• Sales
• Leadership or management
• Business development
• Entrepreneurship
• Recruiting or team building
• Customer/client-facing roles
• Relationship-based professions

A background in finance or financial services is NOT required.

Responsibilities

• Attend virtual or in-person training to develop financial knowledge and professional skills
• Build and maintain relationships with prospective and existing clients
• Learn to identify client needs and provide tailored financial strategies
• Provide solutions in insurance, asset accumulation, and retirement planning
• Collaborate with coaches and other team members on client cases
• Utilize available marketing tools and resources to develop and grow your client base
• Complete required licensing and ongoing professional education
• Maintain appropriate financial industry and licensing compliance standards
• Develop the communication, business development, and leadership skills necessary to grow your practice
• For leadership-track candidates, develop toward the opportunity to recruit, mentor, and build a team

Training & Development

We are committed to helping our Financial Representatives develop professionally. Resources may include:

• One-on-one strategic coaching
• Mentorship and peer-group learning
• Virtual and in-person training
• Access to industry resources and experts
• Marketing systems and resources
• Leadership development and advancement track
• Sponsorship for applicable licenses
• Ongoing professional training and education

Pay

This is a 100% commission-based opportunity. Compensation is performance-based and may include commissions and applicable bonuses. Candidates should be comfortable working in an entrepreneurial, results-driven compensation structure rather than a traditional salaried position.

Benefits

Eligible individuals may have access to:

• Health, dental, and vision insurance
• 401(k) and pension plans
• HSA
• Life insurance
• Disability insurance
• Bonuses and commissions
• Company-sponsored destination trips
• Leadership advancement opportunities

Eligibility, availability, and terms of benefits and programs may vary and should be confirmed during the recruiting process.

Schedule

Full-time, remote or in-person opportunities are available. Our office is located in Braintree, Massachusetts.

Who This Opportunity Is For

This opportunity may be a strong fit if you're looking for a career where your effort, personal development, communication skills, and leadership ability can directly influence what you build. You may be early in your career, already successful in sales, have managed people before, or be an accomplished professional looking for a career change. What matters most is your motivation to learn, willingness to be coached, ability to connect with people, and desire to grow.

If your long-term goal includes leadership, entrepreneurship, and potentially building a team of your own, we want to meet you.

Applicants must be a U.S. Citizen or Permanent Resident/Green Card holder to be considered.