Financial Advisor with Sales Background

Overview

This role supports long-term professional growth through intentional training, mentorship, and clear development paths. The position focuses on building client impact while developing capabilities, standards, and progress in a structured, sustainable way.

Responsibilities

• Identify and pursue opportunities to serve clients and grow a professional practice
• Build and maintain strong client relationships
• Take ownership of outcomes and performance goals
• Participate in ongoing training, mentorship, and career development activities
• Use established standards and systems to support consistent progress

Requirements

• Prior sales, management, or business development experience
• Prior experience running your own business
• MBA or other advanced degree

Preferred Qualifications

• Ambitious, competitive, and results-driven
• Coachable and growth-minded
• Natural leader or aspiring leader
• Comfortable being accountable for outcomes
• Motivated by building and leading others

Compensation & Benefits

• Medical, Dental, Vision, Life, and Long-Term Disability Insurance (coverage details are subject to applicable plan terms and eligibility)
• 401(k) savings plan
• Defined Benefit Pension Plan: Monthly payments based on earnings and years of service
• 401(k) matching
• Bonus based on performance
• Competitive compensation: In 2024, the average income for Financial Professionals was $120,555
• Flexible scheduling to support work-life balance
• Opportunity for advancement
• Training and development
• Career development resources, certifications, and ongoing mentorship
• Company parties

This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.

Location

Flexible work from home options available.