Financial Representative - Entry Level

Overview

This role supports the growth of a member-focused financial services team within the West Tennessee Region. Responsibilities include meeting with members to assess insurance needs, providing customer service, building referral networks, and achieving business development goals. Ongoing training and professional development are provided to help you succeed.

Responsibilities

• Meet with client members to assess insurance needs and recommend appropriate coverage.
• Provide exceptional customer service by addressing inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and improve skills.
• Meet or exceed business development goals.

Qualifications

• Passion for improving members’ financial lives.
• Ability to obtain or already hold:
  • an active life insurance license,
  • FINRA securities registration (Securities Industry Essentials®/SIE),
  • Series 6 and/or 7 license,
  • Series 63 license (as required by state).
• Ability to pass a background check that includes satisfactory regulatory, criminal, and financial standing.

About You

• Demonstrate integrity and character.
• Show leadership skills.
• Work well in a team-oriented environment.
• Focus on results and be success-driven.
• Can or have overcome adversity.
• Grow by helping others.
• Show volunteer spirit in the community.
• Seek opportunities for self-improvement.
• Enjoy building long-term relationships.
• Be credible, trustworthy, and honest.

Preferred Qualifications

• None listed.

Compensation & Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Paid medical and dental insurance
• 401(k) retirement plan with company match
• Noncontributory pension plan
• Group term life insurance
• Expense-paid trips, bonuses and other incentives
• Flexible work from home options available

Location

West Tennessee Region