Financial Representative

2 weeks ago


Carrollton, Texas, United States Summit Financial Full time $64,000 - $77,349 per year

About Us

Summit Financial is a leading brokerage firm in the financial services industry. We partner with top-rated financial institutions to offer clients a wide range of solutions. Our mission is to empower individuals and families to achieve a better financial future while helping our team members build long-term, sustainable careers in finance.

Position Overview

As a Financial Representative, you'll play a key role in helping clients protect, grow, and manage their wealth. This role is ideal for driven, entrepreneurial-minded individuals who are passionate about personal finance and helping others reach their goals. You'll receive hands-on mentorship, comprehensive training, and the opportunity to grow within one of the most rewarding industries.

Responsibilities

  • Build and maintain relationships with clients through personalized financial consultations

  • Develop tailored strategies to help clients reach their short- and long-term financial goals

  • Work with leading financial institutions to provide customized solutions

  • Manage client accounts and maintain ongoing communication and support

Qualifications

  • Excellent communication and interpersonal skills

  • Self-motivated with strong time management and organizational abilities

  • Entrepreneurial mindset with a desire for professional growth and independence

  • No prior experience required — full training and mentorship provided

  • Must be 18 years or older and able to pass a background check

  • (Preferred but not required) Experience in sales, finance, or customer service

Compensation & Benefits

  • 100% commission-based compensation structure

  • Performance bonuses and incentives

  • Access to top financial products and carriers

  • Flexible schedule — work full-time or part-time

  • Leadership and advancement opportunities

Why Join Summit Financial?

At Summit Financial, we don't just build businesses — we build people. Whether you're looking to transition careers, increase your income, or grow into leadership, this opportunity provides the tools, training, and mentorship to help you succeed in the financial industry.

Job Types: Full-time, Part-time

Projected Total Compensation: $64, $77,349.86 per year

Expected hours: No less than 5 per week

Work Location: Hybrid remote in Carrollton, TX 75006


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