What are the responsibilities and job description for the Entry-Level Financial Services Representative position at Stone Press FG - National Life Group?
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Candidates may be eligible for:
- Enhanced Commissions
- Subsidy Allowance (available for up to the first year)
- Life Licensing & Annuity Certificate reimbursement after validation
- Securities Licensing reimbursement up to $5,000 per year (upon proof of passing test and receipt submission)
Additional Incentives Include:
- Residual Renewal Income
- Local Experiences and International Top Producer Trips
- Quarterly Bonuses
- Retirement Plan with Company Contribution
- FICA (Social Security & Medicare) Contributions
- Healthcare Company Contributions
Training & Development:
- Structured Training & Development Program
- 1:1 Coaching, Support, & Ongoing Professional Development
Occasional in-office presence is required so candidates must live in South Carolina (or be planning to relocate) to be considered. We do not offer visa sponsorship.
Compensation:$80,000 at plan earnings
Responsibilities:
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Qualifications:
- Bachelor's Degree a must, sales experience and/or financial internships a plus
- A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth
- You are personable and caring, with a natural ability to connect and communicate with others
- Enthusiastic, high energy, and positive attitude
- Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously
- Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
- Must have excellent communication and interpersonal skills
- Quick learner who is comfortable in a fast-paced, dynamic environment
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.
Salary : $5,000