Financial Representative - Training Provided
About The Position
Radliff District is seeking a Financial Representative to help individuals and families in South Central Texas work toward financial security. The role involves understanding clients’ financial goals and concerns, developing plans that may include investments, insurance, and retirement strategies, and providing ongoing support as their circumstances change. Representatives build their client network through referrals, community involvement, and professional associations. No prior finance or sales experience is required. The company provides comprehensive training, mentorship, planning-team support, and marketing resources. Necessary licenses, such as Series 6, 63, and state insurance licenses, must be obtained; training is available. A bachelor’s degree is preferred. Compensation includes performance incentives and has no stated ceiling, and the role offers flexibility to create a schedule that fits the representative’s lifestyle and goals.
Requirements
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses; training is available.
Nice To Haves
- A bachelor’s degree is preferred.
- Previous experience in financial services, insurance, or business development is beneficial but not required.
- Prior finance or sales experience is not required; the company values heart, grit, and determination.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients’ assets and income.
- Monitor clients’ financial plans, provide regular updates, and adjust strategies as circumstances change.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Ongoing training and development programs, including sponsorship for advanced certifications
- Performance incentives with no stated compensation ceiling
- Support from a dedicated planning team, marketing resources, and experienced mentors
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
