Financial Services Professional

Position Overview

We are seeking motivated, professional, and goal-oriented individuals to join our growing team of financial services professionals. This opportunity is well suited for individuals interested in financial services, insurance, client relationship management, sales, and business development.

Candidates with prior industry experience are encouraged to apply, and individuals entering the field have room for growth. Through structured training, mentorship, and ongoing professional development, team members receive support in developing industry knowledge, building client relationships, and establishing their own financial services business.

Our organization emphasizes professional development, entrepreneurial growth, accountability, and long-term business development. Team members have the opportunity to develop their skills, expand their client base, and pursue leadership opportunities as their business grows.

Key OpportunitiesProfessional Training & Development

• Comprehensive training for individuals new to the financial services industry.
• Ongoing coaching, mentorship, and business development guidance.
• Access to HGI training resources, educational materials, and back-office support.
• Professional development in client communication, sales, financial education, and relationship management.
• Leadership development opportunities for individuals interested in mentoring and team building.

Business Development & Entrepreneurship

• Opportunity to establish and develop an independent financial services business.
• Guidance in building a client base and developing long-term client relationships.
• Opportunities to generate business through networking, referrals, and approved marketing activities.
• Potential to expand into training, team development, and leadership roles.
• Support from an established team of financial services professionals.

Flexible Work Environment

• Remote work with virtual and in-person client meetings as appropriate.
• Flexible scheduling based on individual availability and business objectives.
• Part-time and full-time opportunities.
• Independence in managing business development activities while maintaining access to team support and mentorship.

Performance & Advancement

• Commission-based compensation tied to individual production and business performance.
• Opportunities for increased earnings as personal production and business operations develop.
• Potential renewal income and leadership-level compensation, subject to applicable agreements and eligibility requirements.
• Recognition programs, performance incentives, and potential travel opportunities.
• Opportunities for continued professional growth based on performance, experience, and business development.

Responsibilities

• Educate clients on financial protection, insurance, retirement planning, and wealth-building concepts within the scope of applicable licensing and authorization.
• Assess client needs, financial objectives, and protection priorities.
• Present appropriate financial and insurance solutions based on client needs and product eligibility.
• Establish and maintain professional, long-term client relationships.
• Develop a client base through networking, referrals, and approved marketing strategies.
• Manage client communications, follow-ups, appointments, and business development activities.
• Participate in ongoing training, coaching, and professional development.
• Maintain accurate client records and follow applicable industry regulations, licensing requirements, and company policies.
• Collaborate with team members and leadership to support business development and professional growth.

Qualifications

• Strong verbal and written communication skills.
• Professional interpersonal and relationship-building abilities.
• Self-motivation, accountability, and a results-oriented approach.
• Interest in sales, financial services, insurance, or entrepreneurship.
• Willingness to participate in training and apply coaching and feedback.
• Ability to work independently while collaborating effectively with a team.
• Strong organizational skills and the ability to manage competing priorities.
• Previous experience in sales, customer service, insurance, or financial services is preferred but not required.
• An active Life and/or Health Insurance license is beneficial. Candidates willing to obtain the required license may be considered, subject to applicable eligibility requirements.

Compensation Structure: Commission-based; earnings depend on individual production, business performance, and applicable compensation agreements.

• Personal production compensation opportunities.
• Potential renewal income, subject to applicable product terms and agreements.
• Potential leadership and agency-level compensation, subject to eligibility and contractual requirements.
• Flexible scheduling.
• Part-time and full-time opportunities.
• Training, coaching, and mentorship.
• Professional and leadership development.
• Business development resources and team support.
• Performance recognition and potential incentive opportunities.

Important Compensation Disclosure: This is a commission-based independent business opportunity, not a salaried position. Income is not guaranteed and varies according to individual performance, business activity, and applicable compensation terms. Any advertised earnings range should be supported by reliable information and should not be interpreted as a guarantee.

Work Arrangement

• Location: Remote, with virtual and in-person client meetings as needed.
• Job Types: Full-time, Part-time, Independent Contractor.
• Schedule: Flexible, based on business needs and individual availability.
• Licensing: Required licenses must be obtained and maintained in accordance with applicable regulations and company requirements.

How to Apply

Interested candidates are invited to submit an application for consideration. Qualified applicants may be contacted to discuss the role, training and licensing requirements, business expectations, and compensation structure.

We are committed to developing professionals who demonstrate integrity, accountability, a commitment to client service, and a desire for continued professional growth.

Pay: $70,000.00 - $95,000.00 per year

Work Location: Hybrid remote in Anderson, SC 29621

Salary : $70,000 - $95,000