A fraternal financial services organization in the United States is seeking financial representatives who are dedicated to helping individuals from various backgrounds achieve their financial goals. This role involves creating personalized financial plans and providing guidance to ensure members can protect their families and futures. Candidates should demonstrate integrity, leadership, and the ability to obtain necessary licenses. The organization offers extensive training and various benefits, including paid insurance and a retirement plan.
Qualifications
Passion for bettering members’ financial lives.
Ability to pass a background check with satisfactory standing.
Responsibilities
Create and execute tailored financial plans.
Provide financial guidance and products to members.
Help members protect their families and futures.
Skills
Integrity
Leadership skills
Team-oriented
Results-driven
Tools
Active life insurance license
FINRA securities registration
Series 6 and/or 7 license
Series 63 license
Job description
A fraternal financial services organization in the United States is seeking financial representatives who are dedicated to helping individuals from various backgrounds achieve their financial goals. This role involves creating personalized financial plans and providing guidance to ensure members can protect their families and futures. Candidates should demonstrate integrity, leadership, and the ability to obtain necessary licenses. The organization offers extensive training and various benefits, including paid insurance and a retirement plan.