Entry-Level Financial Representative

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed.

What You Will Receive

• Flexible schedule with remote and in-person work options.
• Full benefits package: health, dental, vision, 401(k), pension, life insurance.
• Training stipend and performance-based bonuses.
• Company-sponsored travel and professional development programs.
• Sponsorship for required licenses and continuing education.
  
  

We can only consider applicants authorized to work in the United States.

Compensation: $60,000 - $100,000 Commission Driven

Qualifications

• No previous financial services experience required.
• Ability to obtain a Life & Health Insurance license.
• Coachable with a strong desire to learn and grow.
• Excellent communication and relationship-building skills.
• Self-motivated with an enterprising mindset and strong work ethic.
• Sales, business development, customer service, hospitality, or military experience is a plus, but not required.
• Highly motivated with a strong work ethic.
• No prior financial experience is required, and comprehensive training is included.
• Excellent communication and relationship-building abilities.
• Must be authorized to work in the US.
• Demonstrated leadership or a proven track record of success.
  
  

Responsibilities

• Obtain your Life & Health Insurance license with our support.
• Build lasting relationships with individuals, families, and business owners.
• Help clients protect their income, families, businesses, and financial future.
• Develop personalized financial strategies based on each client's goals and needs.
• Grow your career through networking, referrals, and community involvement.
• Participate in virtual and in-person training, coaching, and professional development opportunities.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Maintain compliance with industry regulations and licensing requirements.
• Utilize marketing tools and resources to grow your client base.
• Provide guidance on insurance, investments, and retirement planning.
• Work with clients to assess financial needs and develop personalized strategies.