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!

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.

Compensation:

$70,000 - $100,000 yearly commission

Responsibilities:

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• 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
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.

• 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.

Qualifications:

• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• 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.

About Company

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.