Financial Representative

3 weeks ago

Fort Collins, United States Wealth Strategies Full time
Job DescriptionJob Description

Financial Representative

Overview

A Financial Representative position offers unlimited growth potential in the financial services industry.

You will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.

Wealth Strategies offers support to Financial Representatives with resources, training and an experienced team to collaborate with and assist in taking your career to the next level.

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective.

As a Financial Representative with Wealth Strategies we invest in your success.

What you’ll be doing

  • Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.

  • Provide clients with information related to financial products and services on an ongoing basis.

  • Develop and maintain a base of clients who value your input and guidance.

  • Work with clients to keep their financial plans current and aligned with their goals.

Requirements

  • Must be a US citizen or permanent resident

  • A four‐year college degree or equivalent experience

  • Appropriate licensing (assistance provided for Life & Health and series 6/63/65 or 7/66)

Preferred Qualities

  • Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding

  • Desire to help others achieve financial success through proper financial guidance and planning

  • Driven and seeking a high-income potential opportunity

  • An interest in building markets through connections and experiences to cultivate long term relationships

Training for Success

Individuals from various backgrounds have the skills and tenacity needed to become a successful Financial Representative. A degree in finance or economics is not required. We support Financial Representatives who wish to pursue industry designations with financial support available.

We believe in the talented people who we hire and invest in new Representatives through unparalleled support and training. You’ll have access to online, in‐person local training and off‐site national training and development programs.

Financial Representatives also have the opportunity to work with fellow Representatives to learn from others. Many also take part in mentoring relationships and study groups with their peers.

Benefits

We believe that quality people deserve a competitive benefits package. Financial Representatives with Wealth Strategies are eligible to enjoy a rich compensation package that includes:

  • High earning potential with one of the most lucrative contracts in the business that recognizes your performance

  • A comprehensive benefit package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more

  • Opportunities for leadership development and management positions

We’re committed to our values (D.E.E.D.S.) and looking for individuals who share those values and thrive in a fast‐paced environment.

  • Financial Representative Entry-Level

    4 weeks ago

    Fort Wright, Kentucky, United States Daniel Hect Financial Full time

    Financial RepresentativeCareer Description:Financial Representatives help clients identify and achieve their financial goals.Focus:Our financial professionals offer comprehensive financial products and services to help Main Street clients develop a long-term financial strategy. Our financial team and its affiliates are dedicated to financial management,...

  • Sales Representative Entry Level

    3 weeks ago

    Fort Collins, United States Purpose Driven Financial Full time

    Job DescriptionJob DescriptionPurpose Driven is seeking highly driven and hardworking outside sales representatives to join our team. PDF is a leading provider of supplemental benefits to area businesses and those that work with those businesses. We specialize in offering customized coverage to individuals and families that help families pay their bills when...

  • Outside Sales Representative

    3 weeks ago

    Fort Collins, United States Elevated Financial Benefits Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a Outside Sales Representativein Fort Collins and the surrounding area. This position provides the opportunity for rapidincome growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered...

  • Visa Representative

    6 days ago

    Fort Worth, United States First Command Financial Services, Inc. Full time

    The Visa Representative completes the initial analysis of all requests for credit cards and submits decision recommendations to the Banking Officer with the appropriate lending authority. The representative will ensure timely origination of new accou Representative, Financial Advisor, Brokerage, Financial Planning, Retail

  • Director Financial Planning

    1 week ago

    Fort Worth, United States First Command Financial Services Full time

    How Will Your Role Impact First Command? The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares...

  • Remote Life Insurance Sales Representative

    2 days ago

    Fort Lauderdale, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

  • Remote Life Insurance Sales Representative

    2 days ago

    Fort Worth, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

  • Remote Life Insurance Sales Representative

    2 days ago

    Fort Wayne, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

  • Associate Financial Representative

    2 weeks ago

    Fort Walton Beach, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Ft. Walton Beach/Destin office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain...

  • Associate Financial Representative

    4 hours ago

    Fort Walton Beach, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Ft. Walton Beach/Destin office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain...

  • Inexperienced Financial Professionals

    3 weeks ago

    Fort Lauderdale, United States Vital Financial Group Full time

    Vital Financial Group - Who are we? At the Guardian Broward Agency. we have created a unique team-oriented atmosphere which facilitates the flow of information and expertise to everyone involved. Representing Guardian Life Insurance Company, we provide marketing experience and a company who listens to it's agents and provides the necessary tools needed to...

  • Account Sales Representative

    2 days ago

    Fort Collins, United States American Income LifeGlobe Life - Krueger Organization Full time

    Job DescriptionJob DescriptionGlobe Life American Income Division, Krueger Organization**About Us:**At Globe Life American Income Division, Krueger Organization, we are committed to helping individuals and families protect what matters most to them through our range of insurance products and services. With a strong focus on customer satisfaction and...

  • Financial Services Representative with Catholic Company

    4 weeks ago

    Fort Mitchell, United States Catholic Order of Foresters Full time

    Job Title: Agent Representative – Catholic Order of ForestersWhy Choose the Catholic Order of ForestersBe part of something significantA career that aligns with your faith and valuesComprehensive training in a supportive team environmentGenuine attention to work-life balanceOpportunity for personal and professional growthExcellent income...

  • Financial Services Representative with Catholic Company

    4 hours ago

    Fort Mitchell, United States Catholic Order of Foresters Full time

    Job Title: Agent Representative – Catholic Order of ForestersWhy Choose the Catholic Order of ForestersBe part of something significantA career that aligns with your faith and valuesComprehensive training in a supportive team environmentGenuine attention to work-life balanceOpportunity for personal and professional growthExcellent income...

  • Associate Sales Representative, CRM

    4 weeks ago

    Fort Collins, United States Abbott Laboratories Full time

    ABOUT DIVISION A healthy heart is essential to good health. That's why we're committed to advancing treatments for people with cardiovascular disease. As a global leader in Cardiac Rhythm Technologies, our breakthrough medical technologies help restore people's health so they can get back to living their best lives, faster. We focus on innovative...

  • Remote Sales Representative

    4 weeks ago

    Fort Lauderdale, United States DDD Financial Full time

    Job DescriptionJob DescriptionLife and Health Insurance Agents Needed.Part Time or Full TimeLicensed Life/Health Agents Start Immediately*If Not Licensed- Great Training Program to Obtain License.**IN-HOUSE LEADS- THESE ARE PEOPLE WHO HAVE FILLED OUT A FORM AND REQUESTED FORSOMEONE TO CONTACT AND HELP THEM.**WORK IN A TEAM BASED ENVIRONMENT**RESIDUAL...

  • Director, Financial Planning

    1 week ago

    Fort Worth, United States First Command Full time

    How Will Your Role Impact First Command? The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares...

  • Associate Director of Financial Aid

    2 weeks ago

    Fort Lauderdale, United States Keiser University Full time

    DESCRIPTION The Associate Director of Financial Aid oversees a staff of financial aid administrators who work to ensure students are properly funded, packaged, and prepared to start each semester. The function of the Associate Director of Financial Aid is to support the Director. This is accomplished through: Overseeing student financing Conducting initial...

  • Senior Financial Accountant

    3 weeks ago

    Fort Lauderdale, United States CareerBuilder Full time

    Phoenix Proconnect is representing a client in Fort Lauderdale that's currently looking for a senior accounting analyst. Senior Financial Accountant Responsibilities Overseeing the daily operations of the Finance department including month and end-year processes, General Ledger management, capital assets reconciliations, debt activity, fixed asset and lease...

  • Outside Sales Representative

    3 weeks ago

    Fort Wayne, United States Elevated Financial Benefits Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a Outside Sales Representativein Fort Wayne and the surrounding area. This position provides the opportunity for rapidincome growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered in...