Financial Representative Career Changers Wanted
About The Position
Beer Financial Group (BFG), in partnership with Northwestern Mutual, is seeking individuals eager to transition into a meaningful career as a Financial Representative. This role is ideal for those with existing people skills, perseverance, and a desire to make a difference. BFG provides comprehensive training, mentorship, and licensing support to help career changers succeed in the financial services industry. Representatives play a crucial role in guiding clients toward financial security through education, motivation, and support. The company fosters an inclusive, growth-oriented environment and is recognized for its commitment to diversity and inclusion. BFG is also a proud supporter of Alex's Lemonade Stand.
Requirements
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training available).
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Previous experience in financial services, insurance or business development is beneficial but not required.
- A bachelor's degree is preferred.
Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Opportunity for a substantial first year stipend.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
