Financial Services Producer | Insurance

SWMG • Fort Worth, TX

7d

About The Position

Strittmatter Wealth Management Group, LLC (SWMG), an independent Registered Investment Advisor based in Fort Worth, Texas, is hiring a Financial Services Producer to help expand insurance sales experience into comprehensive wealth management. The position provides training, technology, company-generated leads, and team support to develop the producer into a Wealth Management Advisor. The firm specializes in retirement planning, investment management, and business planning for high-net-worth individuals and business owners.

The role combines prospective-client development and relationship management with opportunities to identify needs across insurance, investments, retirement, and financial planning. The producer will collaborate with financial planning professionals, present recommendations, guide implementation, and help build long-term client relationships. Compensation includes a $100,000–$150,000 base salary 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, dependent on individual production, asset growth, and defined business-development objectives.

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.

Benefits

• Medical, dental, vision, disability, and life insurance.
• Paid time off.
• 401(k) with company match.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed