Community-Focused Financial Leader | Growth & Training

Jobtailor; Virginia (IL); On-site; USD 40,000 - 65,000; Full time

Job summary

Jobtailor is seeking a motivated Financial Representative to address members’ financial needs and lead local outreach. You will help grow the office by mentoring new hires and building community relationships.

The role emphasizes recruiting and training financial representatives, delivering strong team leadership, and driving goal achievement across the local footprint; licensing (SIE, Life/Health) is required or pursued quickly.

Qualifications

• Demonstrates strong leadership and team-building capabilities.
• Experience recruiting, training, and developing financial representatives.
• Ability to assess members' financial needs.
• SIE Certification or willingness to obtain.
• Life/Health License or willingness to obtain.

Responsibilities

• Address members’ financial needs.
• Demonstrate leadership in the community.
• Support the continued growth of the local office.
• Over time, recruit, train, and develop other financial representatives.
• Contribute to the overall success of the team.

Skills

Team leadership

Recruitment and training

Financial needs assessment

Team building

Job description

Jobtailor is seeking a motivated Financial Representative to address members’ financial needs and lead local outreach. You will help grow the office by mentoring new hires and building community relationships.

The role emphasizes recruiting and training financial representatives, delivering strong team leadership, and driving goal achievement across the local footprint; licensing (SIE, Life/Health) is required or pursued quickly.