Financial Services Representative
3 days ago
We are a diverse community of co-workers who value different ideas and opinions, and listen courageously, remaining curious in all that we do. Our culture promotes a sense of belonging and celebrates individual strengths and differences.
SalaryThe estimated starting salary for this role is $36,000 per year, with potential for higher earnings through monthly sales incentive opportunities.
Job ResponsibilitiesThis role involves developing the skills necessary to sell Individual Insurance products, overseeing content and proposal flow, and providing holistic financial advice to clients. You will also have the opportunity to participate in a comprehensive education-based Accelerator Program designed to transition you into an independent Financial Advisor.
- Develop skills to sell Individual Insurance products.
- Oversight of content, proposals, and paperwork flow.
- Provide holistic financial advice to clients.
A knowledge of the Insurance/Financial Services industry, products, and marketing practices is required. A Bachelor's degree or equivalent is preferred but not required.
What We OfferYou'll receive 11 paid holidays in 2024, including 2 floating holidays, as well as two floating holidays in 2024 by way of personal time to be used at your discretion. Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and pass the CRD/FINRA background check at hire and ongoing.
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