Financial Representative

Job Description

As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on:

• Comprehensive Financial Planning
• Personal Planning Analysis
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Estate Analysis
• Retirement Solutions
• Business Needs Analysis
• Employee & Executive Benefits

Responsibilities:

• Offer a personalized approach to providing customized solutions tailored to each client’s long‑term financial goals and objectives.
• Provide needs‑based analysis to help ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long‑term care insurance, annuities and investments.
• Create a referral‑based practice to build your clientele.

• Top‑Ranked Training Program
• Competitive Benefits Package
• Leadership Opportunities
• Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
• Personalized Mentorship from Top Advisors and Industry Leaders
• Unlimited Earning Potential

Preferred Qualifications:

• Bachelor’s degree from a four‑year institution or served or is serving in the armed forces.
• Strong interpersonal and networking skills
• Self‑starter and highly motivated
• 2 years of client‑facing experience
• History of high achievement demonstrated by rapid growth and consistent, measurable results
• Track record of outperforming peers
• Ability to develop lasting, meaningful relationships as well as influence others

All your information will be kept confidential according to EEO guidelines.