What are the responsibilities and job description for the FINANCIAL PLANNING SALES Established Firm Training Provided position at Drake Financial Group?
Why Drake Financial:
If you're someone who's feeling limited by a corporate salary or the standard 9-to-5 grind, we want to set up an interview with you.
Our mission is to empower our team members to build their own financial freedom by helping clients build theirs.
We're seeking driven, independent thinkers who are:
- excited by the challenge and freedom of a career in sales
- motivated by having more control over their schedule and their income
- focused on making a positive, long-lasting impact in the lives of their clients through the service they're providing
What Sets Us Apart:
- True Ownership of What You're Building: Your book of business and lifetime renewal income belong entirely to you. We train and support you to create a long-term financial legacy for yourself and your family.
- Licensing Support: We cover up-front licensing fees for unlicensed candidates, eliminating upfront costs and barriers.
- Ongoing Training and Mentorship: Learn from industry veterans who have successfully transitioned from employee to independent professionals, with weekly accountability and skill-building meetings.
- Flexible Work-Life Balance: You set your own hours, decide your own strategies, and operate with complete professional autonomy.
Daily Responsibilities:
- Generating leads and referrals organically through your network and community
- Meeting with prospective clients and conducting comprehensive financial evaluations
- Developing customized plans for retirement, savings, investments, and insurance
- Maintaining strong client relationships and growing your network through exceptional service and results
Our Ideal Team Members Are:
- Proven self-starters from backgrounds like small-business ownership, direct sales, or professional services
- Driven professionals who prefer uncapped earnings in the here-and-now, and long-term renewal income based on their performance and the size of their book of business.
- Individuals with the discipline, confidence, and desire to be their own boss while also having the support and camaraderie of an experienced, tight-knit team.
Learn more about a career with us on our website
