Financial Advisor

TechMind RPO; Fort Lauderdale (FL); Presencial; USD 42.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training

Mentorship

Professional development

Leads provided

Unlimited income potential

Descripción de la vacante

TechMind RPO is recruiting for a Financial Representative in Fort Lauderdale/West Palm Beach, FL. This is a full-time, in-person role designed for driven individuals seeking a long-term career in financial services. You will receive training, mentorship, and access to client leads to support your growth.

You’ll meet clients, tailor retirement and wealth strategies, and build lasting relationships while advancing through professional development programs in a non-captive, licensed environment.

Formación

• Florida 2-15 Life, Health & Variable Annuity license preferred.
• Investment licensing is a plus.
• Degree in Finance, Psychology, Business, or a related field is a plus.
• Bilingual or multilingual communication skills are a plus.
• High school diploma or equivalent preferred.
• 401(k), health/dental/vision and life insurance options.
• Financial planning services and referral program.
• Training and mentorship included.

Responsabilidades

• Meet individuals and businesses to understand financial goals.
• Help clients develop retirement, wealth, income protection strategies.
• Present tailored financial, insurance, and retirement planning solutions.
• Set appointments with prospective clients and conduct meetings.
• Build and maintain long-term client relationships.
• Conduct policy reviews and provide ongoing client support.
• Use planning tools to help clients make informed decisions.
• Participate in training, coaching, and development programs.

Conocimientos

Positive attitude

Communication

Interpersonal skills

Self-motivated

Coachable

Growth mindset

Sales/customer service

Educación

Florida 2-15 Life/Health license

Finance/Business degree

High school diploma

Descripción del empleo

I came across your profile and wanted to reach out regarding a Financial Representative opportunity in Fort Lauderdale/ West Palm Beach, FL.

This is a full-time, in-person opportunity for someone who is driven, coachable, motivated, and interested in building a long-term career in the financial services industry.

The opportunity offers training, mentorship, professional development, client leads, and unlimited income potential. It can be a strong fit for someone with sales/customer service experience, as well as someone looking to transition from a corporate career into financial services.

About the Opportunity:

The firm is a national financial advisory organization focused on helping individuals and businesses achieve their financial goals through financial, insurance, and retirement planning solutions.

The philosophy is “In business for yourself, not by yourself.” You will have the opportunity to build your own client relationships and business while receiving training, mentorship, resources, and support from experienced professionals.

What Makes This Opportunity Different:

• Leads are provided to support client outreach and business development.
• Comprehensive onboarding, training, and ongoing mentorship.
• Professional development and career progression opportunities.
• Non-captive financial firm with access to multiple carriers and financial products.
• No traditional office expenses associated with building your business.
• Opportunity to develop into a knowledgeable financial professional, even without a prior financial services background.
• Flexible and entrepreneurial career environment.
• Unlimited income potential based on performance.

What You’ll Do:

• Meet with individuals and businesses to understand their financial goals and needs.
• Help clients develop strategies related to retirement, wealth accumulation, income protection, and financial security.
• Present financial, insurance, and retirement planning solutions tailored to client needs.
• Set appointments with prospective clients and conduct client meetings.
• Build and maintain long-term client relationships.
• Conduct ongoing policy reviews and provide continued client support.
• Use financial planning and budgeting tools to help clients make informed financial decisions.
• Participate in training, coaching, and professional development programs.

What We’re Looking For:

• Positive, energetic, and professional attitude.
• Strong communication and interpersonal skills.
• Self-motivated, driven, and goal-oriented.
• Coachable and willing to learn.
• Strong interest in personal and professional growth.
• Ability to build relationships and communicate effectively with clients.
• Sales, customer service, business development, or client-facing experience is preferred.

Preferred Qualifications:

• Florida 2-15 Life, Health & Variable Annuity license preferred.
• Investment licensing is a plus.
• Degree in Finance, Psychology, Business, or a related field is a plus.
• Bilingual or multilingual communication skills are a plus.
• High school diploma or equivalent preferred.
• 401(k)
• Health, dental, vision, and life insurance options
• Financial planning services
• Referral program
• Training and mentorship

Job Type: Full-Time

Work Setting: In-Person