Financial Services Professional

7 days ago


Lumberton, North Carolina, United States PRT Financial Full time

About PRT Financial

PRT Financial is an independent marketing organization (IMO) in the financial services industry, specializing in the insurance marketplace. We serve clients as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more.

Our Approach

We believe in our people, providing them a platform, training them to be great, mentoring them into maturity, and cheering them on as they become our partners. We want partners, not employees.

What We Offer

As a financial services professional with PRT Financial, you'll have the opportunity to positively impact someone's life, receive personalized mentoring and award-winning training, and be backed by an industry leader with a proven track record of success.

Key Responsibilities

  • Help clients reach their financial goals by ensuring all ethical and legal compliance regulations are followed.
  • Build personal, trusted relationships with clients.
  • Drive sales and revenue growth through commission-based compensation.
  • Participate in in-depth training and partner with industry experts to develop skills and knowledge.

Requirements

  • Strong interpersonal skills and ability to connect with people.
  • Driven and committed to succeeding.
  • Ready to earn more for your hard work.
  • Enjoy helping people make informed, confident decisions.
  • Ready to live the life you want, both personally and professionally.

Income Growth Opportunity

Average vs Top 25%

Year 1: $60,000-$90,000

Year 3: $90,000-$150,000

Year 5: $150,000-$190,000

Year 10: $300,000-$350,000

Year 15: $600,000-$1,000,000



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