Financial Services Representative

Position Overview

Our client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach you macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.

Key Responsibilities

• Participate in a structured, multi-phase licensing and financial planning training program.
• Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
• Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
• Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Requirements

• No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
• A natural ability to build trust, paired with deep professional empathy.
• A strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
• Must pass a standard industry background check and licensing exam (sponsorship provided).

Qualifications

• Bachelor's degree preferred, or equivalent track record of professional success.

Skills

• Strong communication and interpersonal skills.
• Ability to build relationships and trust with clients.
• Proficiency in financial modeling software.

Benefits

• Sponsored licensing (Life & Health, FINRA registrations).
• Continuous professional development.
• Start-up financing programs combined with competitive commissions and residual income streams.

Pay

Estimated Compensation: $50,000.00 - $120,000.00 per year. This role features a performance-based compensation structure with uncapped earning potential.

Schedule

Full-time position with flexible working hours to accommodate a local advisory brand building process.