Financial Representative

Description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you'll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits Include:

• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.

Responsibilities

• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Participate in structured coaching and mentorship programs.
• Attend In-person and Virtual training to enhance financial expertise.
• Utilize Marketing tools and resources to grow the client base.
• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Maintaining compliance with industry regulations and licensing requirements.
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications

• Self-motivated, coachable, and driven to succeed.
• Strong interpersonal and communication skills.
• Competitive mindset with a history of leadership or achievement.
• No prior experience in finance is required-comprehensive training is provided.
• Must be authorized to work in the US.
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired