Financial Representative

Role Overview

The Financial Representative meets the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation. They analyze needs and recommend and sell financial solutions in an ethical and client-focused manner.

What You Will Do

Identify markets, develop marketing plans, travel to prospect and network with clients, sell insurance and investment solutions, and maintain client relationships.

Why It Might Be a Fit

This role requires strong interpersonal and relationship-building skills, the ability to analyze financial information, and a proven work ethic. The ideal candidate will be able to drive results, lead and coordinate client contact strategies, and identify new business opportunities.

Requirements

• High School Diploma
• Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations
• Proven strong work ethic and demonstrated ability to drive for results
• Must be able to provide proof that you either (a) have your life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire
• Must possess and maintain a life and health license within 30 Days