Financial Planning Associate Entry Level
10 hours ago
Are you looking for your Forever Agency? The Foster Klima agency is in MN, ND, and SD. We can only hire Advisors who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a Financial Planning Associate (Entry Level) for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA. No territory restrictions — serve clients nationwide Compensation: Great Potential, High Earning potential with 4-year enhanced commissions to help start your business, Draw, Training Allowance, and Bonuses. The 2024 Financial Professionals top 100 average income, with draw, incentives, commissions, and renewals, exceeds a seven-figure income Work From Home Opportunity after training and licensing, in combination with in-person training and client meetings. Launch Your Sales Career with Purpose and Support Are you ready to build a meaningful career in sales where you can help people, grow your skills, and achieve professional success? Our client is seeking motivated individuals to join their team as Entry-Level Insurance/Financial Services Representative. No prior sales experience is required — only a strong work ethic, willingness to learn, and a passion for connecting with people. Our client provides comprehensive training, mentorship, and resources to set you up for success. Training & Development Our client invests in your growth by providing: • Paid training and onboarding support • Ongoing coaching and mentorship from experienced leaders • Access to proven sales tools and technology • Professional development opportunities and career pathing Benefits & Rewards • Competitive compensation structure with bonuses and incentives • Full benefits package including retirement savings, health, dental, and vision coverage • Personalized coaching and leadership development opportunities • Pathways for advancement and long-term career growth • Supportive, collaborative team environment Responsibilities: Your Role • Deepen relationships with existing clients and expand your reach through strategic growth • Deliver comprehensive financial planning tailored to each client’s unique goals • Leverage Foster Klima’s platform to streamline operations and enhance client outcomes • Collaborate with a network of high-performing advisors and mentors • Maintain long-term relationships and guide clients through life’s financial transitions Qualifications: Who We’re Looking For • Minimum 2–3 years of experience as a financial advisor or representative • Proven success in client acquisition, retention, and relationship management • Go-getter mindset with a commitment to client-first service • Strong communication skills and a collaborative spirit • Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) Compensation: $85,000 - $125,000 at plan commission
• Your Role • Deepen relationships with existing clients and expand your reach through strategic growth • Deliver comprehensive financial planning tailored to each client’s unique goals • Leverage Foster Klima’s platform to streamline operations and enhance client outcomes • Collaborate with a network of high-performing advisors and mentors • Maintain long-term relationships and guide clients through life’s financial transitions
Compensation:
$85,000-$125,000 per year
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Fargo, ND, United States Foster Klima Full timeDescriptionAre you looking for your Forever Agency? The Foster Klima agency is in MN, ND, and SD. We can only hire Advisors who reside in MN, ND, West Wisconsin, North Iowa, and SD. As an Entry-Level Insurance/Financial Services Representative for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the...
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