Financial Representative - Seeking Growth

Overview

This role is for a Financial Representative responsible for supporting members’ financial needs, demonstrating leadership in the community, and helping grow the local office. Over time, the position may expand to include recruiting, training, and developing other financial representatives.

Responsibilities

• Address members’ financial needs
• Represent the organization through community involvement and leadership
• Support continued growth of the local office
• Participate in recruiting, training, and developing additional financial representatives as the role expands

Qualifications

• Team-spirited, enthusiastic, and able to maintain a positive attitude when facing challenges
• Competitive nature
• Genuine, authentic, and motivated to do what it takes to contribute and achieve goals

Required Financial Licenses

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

Preferred Qualifications

• Willingness and ability to lead, develop others, and help build a growing team

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
• Pension
• 401(k)
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Vision insurance
• Life insurance
• Flexible schedule
• Opportunity for advancement
• Training & development
• Referral program
• Professional development assistance
• Company parties

Location

• Flexible work from home options available