Financial Representative - Seeking Career Changers

Overview

This role involves helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term relationships with clients by understanding their unique needs and providing tailored financial solutions.

Responsibilities

• Client Consultation: Meet with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Create comprehensive financial plans that may include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to help protect clients’ assets and income.
• Ongoing Support: Monitor financial plans, provide regular updates, and adjust strategies as circumstances change.
• Networking: Build and maintain a client network through referrals, community involvement, and professional associations.

Qualifications

• Education: A bachelor’s degree is highly preferred, but not required.
• Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Preferred Qualifications

• Prior experience in financial services, insurance, or business development.
• Demonstrated ability to build long-term client relationships.

Compensation & Benefits

• Retirement
• Dental insurance
• Health insurance
• Vision insurance
• Flexible schedule
• Opportunity for advancement
• Training & development
• Company parties
• Professional Development: Ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Dedicated planning team support, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.

Location

8333 Glynoaks Dr, Suite 100, Lincoln, NE 68516

Flexible work from home options available.