A financial services organization is seeking a financial representative to help individuals achieve their financial goals through tailored plans. You'll provide guidance and products to protect families' futures while making a positive community impact. With extensive education and training, including support from seasoned professionals, you'll be equipped to succeed in this rewarding role. Candidates should show integrity and leadership, with a passion for improving lives.
Qualifications
Passion for bettering members’ financial lives.
Ability to pass a background check with good standing.
Responsibilities
Help individuals achieve their financial goals through tailored financial plans.
Provide financial guidance and products to protect family futures.
Skills
Integrity
Leadership
Team-oriented
Results-driven
Volunteer spirit
Relationship building
Education
Active life insurance license
FINRA securities registration
Securities Industry Essentials (SIE)
Series 6 and/or 7 license
Series 63 license
Job description
A financial services organization is seeking a financial representative to help individuals achieve their financial goals through tailored plans. You'll provide guidance and products to protect families' futures while making a positive community impact. With extensive education and training, including support from seasoned professionals, you'll be equipped to succeed in this rewarding role. Candidates should show integrity and leadership, with a passion for improving lives.