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Financial Representative
2 months ago
We are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Representative. As a Financial Representative, you will have the opportunity to build a client base, educate yourself and others, influence clients to make informed decisions, and take ownership of your business.
Key Responsibilities- Build relationships with clients and prospects to identify their financial needs and provide personalized solutions.
- Educate yourself and others on financial products and services, including insurance, investments, and annuities.
- Influence clients to make informed decisions about their financial plans and provide expert recommendations.
- Take ownership of your business, including managing client relationships, developing marketing strategies, and achieving sales goals.
- Competitive compensation and benefits package, including performance-based earnings and revenue.
- Additional income structure to support training and early development.
- Renewal income earned for continued client support and policy management.
- Bonus programs and expense allowances.
- Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more.
- NM-Funded Retirement Package and Pension Plan.
- Competitive and comprehensive medical, vision, and dental plans.
- Life Insurance and Disability Income Insurance.
- Parental benefits at every stage of family planning.
- 4-year degree or equivalent professional work experience.
- Entrepreneurial ambitions.
- History of success in relationship-building or client-facing roles.
- Excellent time-management skills.
- Desire for continuous learning and collaboration.
- Proficient critical thinking and communication competencies.
- Legal authorization to work in the US without sponsorship.
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
We value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join us? We are a Fortune 500 company, Forbes' Best Employers for Diversity, Top 10 US Independent Broker-Dealers, and #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets. We are also a Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index.
