Financial Representative - Seeking Growth

Overview

The organization is seeking a Financial Representative to support the continued growth of the local region. This opportunity 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 an impact for clients and the local community.

Responsibilities

• Address members’ financial needs
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Over time, expand the role to include recruiting, training, and developing other financial representatives

Qualifications

• Team-oriented, enthusiastic, and able to maintain a positive attitude when facing challenges
• A competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus
• Genuine and authentic, with the willingness and drive to do what it takes to contribute and achieve goals

Required Active Financial Licenses

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

Preferred Qualifications

• Prior competitive athletics experience (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.)

Compensation & Benefits

• Starting income ranging from $97K to $192K+ (commensurate with experience and outcomes)
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance
• Life insurance
• Strong benefits and retirement package
• Flexible schedule
• Flexible work from home options available
• Training and development with experienced financial services professionals
• Professional development assistance
• Opportunity for advancement
• Referral program
• Company parties

Location

Region-based role (Seckel Region).