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Benefits offered by this job
Paid medical and dental insurance
401(k) retirement plan with company match
Noncontributory pension plan
Group term life insurance
Expense-paid trips, bonuses and other incentives
Job summary
A fraternal financial services organization is looking for a Financial Representative in Iowa to help individuals achieve their financial goals through guidance and tailored plans. This entry-level, full-time role provides an opportunity to positively impact communities and offers extensive support and training from day one. Key qualifications include integrity, leadership skills, and an active life insurance license. Benefits include paid insurance, a 401(k) plan, and potential bonuses.
Qualifications
Ability to obtain or already hold necessary licenses as required by state.
Pass background check including satisfactory regulatory, criminal and financial standing.
Responsibilities
Help individuals achieve their financial goals through tailored plans.
Provide financial guidance and products to protect families' futures.
Build and strengthen relationships for community impact.
Skills
Integrity and character
Leadership skills
Team-oriented
Results/success driven
Overcoming adversity
Helping others
Building long-term relationships
Credible, trustworthy and honest
Education
Active life insurance license
FINRA securities registration (Securities Industry Essentials®/SIE)
Series 6 and/or 7 license
Series 63 license
Job description
A fraternal financial services organization is looking for a Financial Representative in Iowa to help individuals achieve their financial goals through guidance and tailored plans. This entry-level, full-time role provides an opportunity to positively impact communities and offers extensive support and training from day one. Key qualifications include integrity, leadership skills, and an active life insurance license. Benefits include paid insurance, a 401(k) plan, and potential bonuses.