Financial Services Representative

About the role

This role involves participating in a structured training program to learn macroeconomic planning and client acquisition without requiring prior financial experience.

Responsibilities

• Host discovery conversations with potential clients
• Design tailored financial solutions
• Build a local advisory brand through community engagement

Qualifications

• Strong trust-building, professionalism, work ethic, and self-discipline
• Backgrounds in sales, teaching, or management are ideal
• Bachelor’s degree or equivalent success
• Sponsorship provided for licensing exams

Benefits

• Comprehensive training and licensing sponsorship
• Professional development support
• Opportunities for growth in a client-focused, relationship-driven environment

Pay

Compensation is performance-based with uncapped earning potential, including commissions and residual income.