Entry-Level Financial Representative

Rise North Capital; Braintree (MA); Hybrid; USD 60,000 - 150,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their dynamic team as Financial Representatives. This role offers a unique opportunity to provide financial advice and guidance to clients, helping them achieve their financial goals. With comprehensive training, mentorship, and a supportive environment, you will develop the skills necessary to build lasting client relationships. Enjoy a flexible schedule, full benefits, and the potential for significant earnings, all while working in a hybrid model that combines in-person and remote interactions. If you're ready to embark on a rewarding career in financial services, this is the perfect opportunity for you.

Benefits

Flexible schedule

Full Benefits (Health, Dental, 401K, Pension, Vision, HSA, Life, DI)

Bonuses

Company Sponsored Destination Trips World-Wide

Tuition Reimbursement for future licensures

Qualifications

• Candidates should be driven, coachable, and possess a strong work ethic.
• Background in finance is not required but a track record of leadership is preferred.

Responsibilities

• Help clients achieve financial goals through tailored advice and solutions.
• Build and maintain client relationships with provided tools and mentorship.

Skills

Driven

Coachable

Competitive

Resilient

Strong Work Ethic

Track Record of Leadership and Success

People Orientated

Job description

We are looking for motivated people both new to the professional workforce and career changers with a track record of success, to join our growing team.

In your role as a Financial Representative, we will help you build a business by delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation and retirement planning.

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.

Qualifications

• Driven
• Coachable
• Competitive
• Resilient
• Strong Work Ethic
• Track Record of Leadership and Success
• People Orientated
• Background in Finance or Financial Services is NOT REQUIRED

We are committed to your success and will provide all of the following to help develop you:

• One-on-one strategic coaching
• Mentorship, peer group learning environment
• Virtual and in-person training
• Remote access to top resources and experts in the industry
• Marketing systems and capital
• Leadership advancement track

Additional Benefits

• Flexible schedule
• Full Benefits (Health, Dental, 401K, Pension, Vision, HSA, Life, DI)
• Bonuses
• Company Sponsored Destination Trips World-Wide
• Tuition Reimbursement for future licensures and ongoing professional development
• We offer a hybrid work model. Candidates should expect to attend live in-person team meetings and training during the work week.

Please Note: Due to licensure requirements, candidates must be a U.S. Citizen, Permanent Resident, or Green Card holder to be considered. Unfortunately, those on a temporary Visa status do not qualify.

Compensation: $60,000 - $150,000 yearly

Seniority level

Entry level

Employment type

Temporary

Job function

Sales and Business Development