What are the responsibilities and job description for the Financial Services Representative position at Capital Strategies?
Job Overview
Make an impact – starting with your own life.
This is a career move that could redefine everything
You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to
step into life more boldly. Build something. Do something meaningful. Be in
control of your own life. It may be your inner entrepreneur calling to be released.
What if it were possible to do all of those things at once: to build something, to
have deep impact on the world around you, and to have greater control over
the course of your life?
It is in fact possible, and it’s happening throughout our firm. You, too, can make
the career move that may redefine every relationship in your life: from your
personal relationships to your relationship with your work and your finances.
If you’ve considered business ownership, then start your business with us
As a Financial Services Representative, you will work directly with individuals, business
people, and families to help them navigate through and secure their financial
future. The work you do is both of value, and aligns with the values we share with
you:
- Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
- Follow a well-defined career path that integrates education with mentorship and teaming opportunities
- Benefit from a culture of innovation that embraces growth and the changes that come with it
- Enjoy transparency, honesty and clarity as the fundamental ingredients of partnership
- Have a voice – your contributions and input matter
- Experience the power of flexibility – and the freedom to design your work and your life the way you envision
How will you build your business?
You will…
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Who do you need to be?
- A strong relationship-builder who takes a client-first approach
- A connector with people, a connector of people
- A dedicated worker: independent, self-motivated and goal oriented
Contact us today to discuss a change to work that can have great impact.
Job Type: Full-time
Pay: $70,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Education:
- Bachelor's (Required)
Experience:
- Sales: 3 years (Required)
License/Certification:
- Life & Health Insurance License (Preferred)
- Series 7 (Preferred)
- Series 66 (Preferred)
Work Location: Hybrid remote in McAllen, TX 78504
Salary : $70,000 - $80,000