Financial Services Representative

Strategic People Advisors•Hackensack, NJ

4d•Remote

About The Position

Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a specialized recruitment partner. We identify and advocate for talented professionals looking to make a meaningful career pivot into high-growth industries. We are representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals transitioning from non-financial fields. If you have hit a growth ceiling in fields like education, corporate sales, real estate, athletics, or management, this structured associate program is built for your success. Our client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach you macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.

Requirements

No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
A natural ability to build trust, paired with deep professional empathy.
Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
Must pass a standard industry background check and licensing exam (sponsorship provided).
Bachelor's degree preferred, or equivalent track record of professional success.

Responsibilities

Participate in a structured, multi-phase licensing and financial planning training program.
Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.