Financial Representative

WestPoint Financial GroupIndianapolis, IN
3d

About The Position

WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven professional who wants more autonomy, uncapped earning potential, and the ability to build a book of business over time.

Requirements

  • Strong communication skills and a relationship-first approach
  • Self-motivated, accountable, and comfortable in a performance-based environment
  • Demonstrated ability to set goals and execute consistently
  • Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)

Nice To Haves

  • Bachelor’s degree preferred

Responsibilities

  • Build and manage a pipeline through networking, referrals, and proactive outreach
  • Conduct discovery meetings to understand client goals and priorities
  • Educate clients on financial strategies and solutions aligned to their needs
  • Develop long-term relationships through ongoing service, reviews, and follow-up
  • Leverage mentorship, training, and internal resources to grow your practice
  • Maintain compliance standards and complete required licensing

Benefits

  • Uncapped commission structure with performance-based growth
  • Non-captive model with flexibility and autonomy
  • Training, coaching, and mentorship to support business development
  • A collaborative advisor community and proven infrastructure
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service