Field Sales Representative

Job Description

True Axis Recruiting is partnering with a respected financial services firm to identify their next Entry Level Financial Representative. In this role, you’ll focus on developing new leads, engaging with clients and prospects, understanding their financial priorities, and guiding them through a consultative and supportive planning process. You’ll have the opportunity to build long‑term relationships and make a meaningful impact on each client’s financial future.

This position offers exceptional earning potential and career flexibility. With ongoing training and leadership development programs, you’ll also have a clear path for growth, including opportunities to advance into leadership roles as you continue to develop your skills and experience.

Representatives are the core of this firm's future. They are responsible for growing the customer base, providing stellar customer service and serving the communities where they live and work.

• Life Insurance
• Retirement
• Supplemental Health

Life insurance can help provide the financial security your clients want their loved ones to have after they’re gone.

It’s never too early to start planning for retirement. Help your clients reach their goals.

Supplemental health insurance is available to help your clients meet their needs.

• Build your own business helping clients meet their financial goals
• Get paid for the work you do, not the hours you put in
• Set your own hours
• Enjoy a benefits package (for those who qualify)
• Choose your target market
• Advance your expertise and product offerings
• Ability to earn multiple bonuses and recognition trips
• Prepare families for the future
• Make a lasting impact in your local community
• Receive local and national support and mentoring

• Sell life insurance and retirement products
• Develop leads
• Re‑evaluate customer needs on an annual basis
• Listen to members to understand their financial needs and ensure a smooth sales process
• Personally deliver death benefits to local families
• Maintain and grow member base
• Present flags and awards to local nonprofit organizations and individuals
• Support local chapters in community service and fundraising efforts
• Build lasting relationships with members and help them reach their financial goals

• Ability to obtain state insurance licenses (life, health, variable contracts) and satisfactorily pass a background check and/or insurance licensing verification
• Ability to work independently
• High school diploma
• Good organizational skills and the ability to prioritize workload
• Strong interpersonal, written communication, oral communication, and listening skills
• Ability to engage well with others and be passionate about providing an exemplary customer experience

The goal is to help you live your best life. By providing an excellent benefits package if you qualify, you’ll see our commitment to making sure you enjoy your work and have plenty of quality time for the ones you love.

• 401(k) with up to 5% match + service‑related contributions
• Health insurance
• Health savings account
• Vision Insurance
• Life Insurance
• Disability Insurance
• Employee assistance program
• Flexible spending account
• Wellness program

You’ll receive training on the products offered and sales processes used to help you build your career. They provide onboarding and ongoing training throughout the year for continuous development, with additional support from the Home Office Sales Development and Training team.

You’ll receive support and resources as you pursue the necessary licensing to sell the products.

Job Types: Full‑time

Pay: $80,000 - $ in first year

Expected hours: 40 per week

Schedule:

Monday to Friday

Entry level

Full‑time

Sales and Consulting