What are the responsibilities and job description for the Financial Services Recruiter position at Coastal Wealth?
Company Overview
At Coastal Wealth, we are a trusted leader in the insurance and financial services industry, committed to helping individuals and businesses secure their futures through personalized financial strategies. Our growing team is driven by values of integrity, collaboration, and excellence — and now we’re seeking a dynamic Recruiter to help us attract top talent that shares our mission.
Position Summary
We are looking for an experienced and highly motivated Recruiter who understands the unique talent needs of the insurance and financial services sector. The ideal candidate will be responsible for sourcing, screening, and presenting high-quality candidates across a variety of roles including advisors, underwriters, client service professionals, and support staff.
Key Responsibilities
At Coastal Wealth, we are a trusted leader in the insurance and financial services industry, committed to helping individuals and businesses secure their futures through personalized financial strategies. Our growing team is driven by values of integrity, collaboration, and excellence — and now we’re seeking a dynamic Recruiter to help us attract top talent that shares our mission.
Position Summary
We are looking for an experienced and highly motivated Recruiter who understands the unique talent needs of the insurance and financial services sector. The ideal candidate will be responsible for sourcing, screening, and presenting high-quality candidates across a variety of roles including advisors, underwriters, client service professionals, and support staff.
Key Responsibilities
- Develop and execute effective sourcing strategies to attract qualified candidates in the insurance and financial services space
- Knowledge of selling strategies in the financial services space to actively compete with other broker dealers/insurance firms
- Build and maintain a pipeline of top-tier talent through networking, social media, job boards, and industry events
- Conduct in-depth candidate screenings and interviews to assess experience, skills, and cultural fit
- Collaborate with hiring managers to understand role requirements, organizational goals, and candidate profiles
- Manage the end-to-end recruitment process, including job postings, candidate communication, interview scheduling, and offers
- Maintain accurate and up-to-date candidate records in Salesforce
- Promote our employer brand and contribute to a positive candidate experience
- 3 years of recruiting experience, with a strong preference for background in insurance or financial services
- Deep understanding of industry roles, licensing requirements, and career paths within financial services
- Proven ability to build strong relationships with both candidates and hiring teams
- Strong sourcing skills and experience using LinkedIn Recruiter, job boards, and applicant tracking systems
- Excellent communication, organizational, and negotiation skills
- Ability to work independently and manage multiple open roles in a fast-paced environment
- Experience recruiting for advisor, broker, or agent roles
- Knowledge of FINRA and insurance licensing (e.g., Series 6/7, Life/Health licenses)
- Experience in employer branding or talent marketing is a plus
- Competitive compensation and performance incentives
- Flexible work environment (remote/hybrid options)
- Opportunities for growth and professional development
- Supportive, mission-driven team culture
- Benefits package including health, dental, vision, 401(k), and more
- Seniority Level
- Industry
- Financial Services
- Staffing and Recruiting
- Insurance
- Employment Type
- Job Functions
- Administrative
- Other
- Skills
- Sourcing
- Onboarding
- Human Resources (HR)
- Networking
- Technical Recruiting
- Internet Recruiting
- Talent Management
- Negotiation
- Recruitment Advertising
- Interviewing
- Salesforce.com
Salary : $65,000 - $80,000