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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 and bonuses
Job summary
A fraternal financial services organization is seeking financial representatives dedicated to helping individuals achieve their financial goals by creating tailored financial plans. The role involves providing financial guidance, building long-term relationships, and positively impacting the community. Candidates must have a strong character, leadership skills, and the ability to obtain necessary financial licenses. The organization offers comprehensive training and development opportunities, medical insurance, and a retirement plan.
Qualifications
Passion for improving clients' financial lives.
Must be able to obtain necessary insurance licenses.
Must pass background checks.
Responsibilities
Create tailored financial plans for members.
Provide financial guidance and products.
Build and strengthen relationships in the community.
Skills
Integrity
Leadership
Team-oriented
Results-driven
Community involvement
Building relationships
Education
Active life insurance license
FINRA securities registration
Series 6 and/or 7 license
Series 63 license
Job description
A fraternal financial services organization is seeking financial representatives dedicated to helping individuals achieve their financial goals by creating tailored financial plans. The role involves providing financial guidance, building long-term relationships, and positively impacting the community. Candidates must have a strong character, leadership skills, and the ability to obtain necessary financial licenses. The organization offers comprehensive training and development opportunities, medical insurance, and a retirement plan.