FINANCIAL SERVICES REPRESENTATIVE
Job Description:
Financial Representatives work towards helping their clients live more and worry less through our personalized approach to Financial Security. They help "Main Street" families understand their financial situation and achieve their goals. This involves building relationships with clients, identifying their needs, and presenting appropriate financial solutions.
Key Responsibilities:
- Financial Education: Providing clients with a Financial Needs Analysis to understand their financial situation and goals.
- Sales and Product Knowledge: Selling a variety of financial products, including life insurance, mutual funds, and annuities.
- Client Relationship Building: Developing strong relationships with clients to provide ongoing support and guidance.
- Compliance: Adhering to insurance and securities regulations and standards.
- Business Development: Building and managing a book of business.
Career Paths:
You have a choice of how you can build your book of business:
- Become a "Personal Producer" Financial Services Rep.
- Become a "Mentor" for new incoming Financial Service Reps.
Lead sources will be made available for those looking to scale their production & income.
Start Your Journey
The more good you do in your community, the more your family can benefit.
Earn extra money part-time each month to:
- Pay down or reduce debts
- Save for the future
- Give your kids a better life
Next Step- Submit your resume so one of our associates can reach out to discuss further.