Financial Services Producer | Insurance

SWMG•Fort Worth, TX

8d•$150 - $250

About The Position

Strittmatter Wealth Management Group, LLC (SWMG), an independent Registered Investment Advisor based in Fort Worth, Texas, is seeking a Financial Services Producer to build on insurance sales and relationship-management experience and develop into a comprehensive wealth management role. The firm provides training, technology, company-generated leads, financial planning resources, and team support to help the producer expand into investment management, retirement planning, and business planning. The role combines prospective-client development and relationship management with identifying opportunities across insurance, investments, retirement, and financial planning. The producer will work with financial planning professionals to develop comprehensive plans, present recommendations, support implementation and onboarding, and build referrals. Compensation includes a base salary of $100,000–$150,000 plus performance-based compensation. Target earnings are $250,000 in Year 1, $500,000 in Year 2, $750,000 in Year 3, and $1,000,000 in Year 4, depending on individual production, asset growth, and achievement of business-development objectives. Benefits include medical, dental, vision, disability, and life insurance, paid time off, and a 401(k) with company match.

Requirements

At least 5 years of experience in insurance sales, financial services, or a related client-facing role.
Active Life and Health Insurance license.
Proven ability to prospect, build relationships, present solutions, and close business.
Strong communication, consultative sales, and follow-up skills.
Ability to explain complex financial concepts clearly.
Interest in expanding into investments and comprehensive financial planning.
Commitment to ethical conduct and fiduciary responsibility.

Nice To Haves

Bachelor's degree or equivalent relevant experience.
Existing relationships with high-net-worth individuals or business owners.
Securities registrations or credentials such as CFP®, ChFC®, CLU®, or CFA®.

Responsibilities

Meet with prospective clients through company-generated leads and networking.
Conduct discovery meetings to understand clients' financial goals and needs.
Identify opportunities across insurance, investments, retirement, and financial planning.
Collaborate with financial planning professionals to develop comprehensive financial plans.
Present recommendations and guide clients through implementation.
Support client acquisition and onboarding.
Build referrals through client relationships and professional networks.
Participate in seminars, educational events, and marketing initiatives.
Learn and use the firm's financial planning, CRM, and portfolio management technology.