Entry Level Financial Professional
Salary undisclosed
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Are you eager to start your financial career with a dynamic and supportive team? I’m seeking high-energy, motivated individuals with a passion for the industry and a knack for building relationships.
What You’ll Do:
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What You’ll Do:
- Generate Leads – Prospect new sales leads and connect potential clients to Financial Advisors
- Manage Accounts – Stay engaged with existing clients, build brand awareness, and request referrals
- Customer Support – Address client inquiries and suggest financial solutions
- Build Partnerships – Network and engage new channel partners to grow business opportunities
- 1+ year of sales or finance experience
- Familiarity with CRM software and MS Excel
- Life & Health Insurance licenses preferred (we’ll help you get them!)
- Unlimited earning potential** plus bonuses and residual income
- Financial assistance for new advisors
- 401k with 6% match and a comprehensive benefits package (health, dental, vision, life/disability)
- Flexible work schedule and advancement opportunities
- National recognition programs, mentorship, and marketing support
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