EntryLevel Financial Specialist

Seeking individuals committed to positively impacting the financial well‑being of individuals, families, and small businesses. This role goes beyond sales; it is a purposeful career offering reassurance and guidance on financial matters such as retirement savings and college planning. As a Financial Services Representative you will witness the lasting impact of your work both professionally and personally. Earnings are in your hands with a commission‑based payment structure, allowing you to determine your income.

We offer a 1st‑Year Bonus of $24,000, and in 2025, our 12,000 agents earned an average of $124,000. Your salary will be based on performance and includes benefits such as healthcare, dental, vision, a 401(k), and a pension.

• Guide clients in understanding and achieving their financial goals, ensuring they feel confident and informed.
• Develop personalized financial plans that align with clients’ unique needs, focusing on long‑term success.
• Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement.
• Stay informed about industry trends and regulatory changes to provide clients with up‑to‑date advice and solutions.
• Build and maintain strong client relationships through regular communication and exceptional service.
• Analyze financial data to identify opportunities for clients to optimize their financial health and security.
• Participate in community events and networking opportunities to expand your professional network and client base.

• Seeking individuals who exhibit resilience in facing challenges.
• Looking for candidates who are receptive to feedback and eager to learn.
• Wanting individuals with a strong focus on achieving goals.
• Seeking motivated individuals with a determined mindset.
• Looking for candidates who can build strong connections with others effectively.
• Requiring candidates to be willing to complete a self‑paced training program.

$70,000 – $124,800 per year