Entry Level Financial Representative

Most people spend years searching for the right career. What if you found it today?

Your background doesn't determine your future. Your ambition does.

This isn't just another entry-level job. It's an opportunity to build a career with unlimited growth potential as an Entry Level Financial Representative.

Compensation & Benefits

• Performance-based bonuses and commissions
• Comprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and Pension
• Company-sponsored destination trips and travel incentives
• In-person work
• Sponsorship for licenses and ongoing professional development
• One-on-one coaching, mentorship, and leadership development opportunities

Responsibilities

As an Entry Level Financial Representative, you will:

• Attend virtual or in-person trainings to enhance financial expertise.
• Collaborate with coaches and other team members on client cases.
• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow your client base.
• Ensure compliance with financial industry standards and licensing requirements.

Qualifications

Successful Entry Level Financial Representative candidates are:

• Driven
• Coachable
• Competitive
• Resilient
• Strong Work Ethic
• Track Record of Leadership and Success
• People Orientated

Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial Representative opportunity.

We are committed to your success and will provide all of the following to help you develop as an Entry Level Financial Representative:

• One-on-one strategic coaching
• Mentorship, peer group learning environment
• Virtual and in-person training
• Remote access to top resources and experts in the industry
• Marketing systems and capital
• Leadership advancement track
• Sponsorship for licenses and ongoing professional training

We have a rigorous process for hiring, but move FAST for the right person. We've had lots of interest, so the first few steps are automated to make sure you can get considered quickly.

Don't worry - if you take the time to apply, we will respond to 100% of the applicants.

The process

• Click apply and answer a few Who, What, When questions. (5 min)
• You'll be texted a link for a 25 min questionnaire that will help match you to the job (or others that might suit you!).
• You'll get a text for a quick 1-way video question. (5 min)
• We'll send you a link to get scheduled for an in-person interview.
• You can easily be in for an interview within a couple days from right now.

If you're ready to start your career as an Entry Level Financial Representative, apply today.

Requirements

• Work Hours: 40 to 40 hours work
• Required Education: High school or equivalent