Insurance & Financial Representative

Job Description

Job Description

We are seeking an eager, strategic, and definitive financial representative to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

$70,000 - $100,000 yearly Commission

• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Serve as a collaborative team player willing to further development through continued training opportunities

• Develop client relationships and provide tailored financial strategies.

• Offer solutions in insurance, asset accumulation, and retirement planning.

• Work within a hybrid model, attending in-person meetings and training sessions as required.

• Maintain compliance with industry regulations and licensing requirements.

• A required Bachelor’s degree in business administration, finance, or similarly related field
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

• 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.

Riverfront Insurance & Financial Group is based in downtown Port Huron, proudly serving individuals, families, and businesses across Michigan. Built on trust, experience, and a genuine commitment to helping others, our team focuses on protecting what matters most while helping clients plan confidently for the future. We believe in taking the time to understand each person's unique goals and providing guidance that is clear, honest, and personalized. We're committed to being there when clients need us most while also fostering a team-oriented environment where hard work is balanced with connection, collaboration, and celebrating wins.