Financial Representative - Seeking Growth

Overview

This opportunity is for a Financial Representative position with the Foster Region. The role supports the continued growth of the local region and involves helping clients address their financial needs while building and leading within the community.

This position is a strong fit for candidates who currently hold the appropriate state licensing, or are willing to obtain it quickly, and who are motivated to make a meaningful impact on clients and the local community. Over time, the role can expand to include recruiting, training, and developing other financial representatives.

Responsibilities

• Address members’ financial needs and provide client support
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Over time, recruit, train, and develop other financial representatives
• Pursue opportunities for professional growth and achievement of credentials

Requirements

• Team-oriented, enthusiastic, and able to maintain a positive attitude when facing challenges
• Competitive nature
• Genuine and authentic approach with a willingness and drive to do what it takes to contribute and achieve goals at hand

Required Financial Licenses

• SIE Certification or willingness to quickly obtain
• Life/Health License or willingness to quickly obtain

Preferred Qualifications

• None specified

Compensation & Benefits

• Compensated through commissions and performance-based incentives
• Based on historical results, representatives may earn approximately 97,000–192,000 annually; actual earnings vary and are not guaranteed
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance
• Life insurance
• Flexible schedule
• Opportunity for advancement
• Training & development
• Professional development assistance
• Referral program
• Company parties
• Strong benefits and retirement package

Location

• Flexible work from home options available.