What are the responsibilities and job description for the Financial Representative position at WestPoint Financial Group?
Location: Indianapolis, INWestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven professional who wants more autonomy, uncapped earning potential, and the ability to build a book of business over time.Key ResponsibilitiesBuild and manage a pipeline through networking, referrals, and proactive outreachConduct discovery meetings to understand client goals and prioritiesEducate clients on financial strategies and solutions aligned to their needsDevelop long-term relationships through ongoing service, reviews, and follow-upLeverage mentorship, training, and internal resources to grow your practiceMaintain compliance standards and complete required licensingQualificationsStrong communication skills and a relationship-first approachSelf-motivated, accountable, and comfortable in a performance-based environmentDemonstrated ability to set goals and execute consistentlyWillingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)Bachelor’s degree preferredWhat We OfferUncapped commission structure with performance-based growthNon-captive model with flexibility and autonomyTraining, coaching, and mentorship to support business developmentA collaborative advisor community and proven infrastructureApply today on LinkedIn or connect to learn more.
Salary : $80,000 - $100,000