Financial Advisor: Training, Licenses, & Travel Incentives

Shoemaker Financial; Germantown (TN); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Comprehensive training through Apprent

Competitive compensation package

Incentive Based Recognition trips with

Performance incentive programs

Extensive support resources

Job summary

Shoemaker Financial in Germantown, TN is seeking a driven Financial Advisor to help clients achieve their financial goals. You will assess client needs, develop personalized strategies, and implement recommendations with life, health, and investment solutions.

The role includes a six-month training program, mentorship, and licensure support; strong communication and teamwork are essential. A successful track record in sales and leadership is preferred.

Qualifications

• Bachelor's degree required.
• Proven ability to meet and exceed sales goals.
• Excellent written and verbal communication skills.
• Strong interpersonal and teamwork skills.
• Ability to obtain required licenses.
• Ability to work independently and within a team.

Responsibilities

• Assess clients' needs and develop tailored financial strategies.
• Implement recommendations by offering life, health, securities and investments solutions.
• Provide ongoing client support and guidance through licensure and training programs.

Skills

Sales goals achievement

Excellent communication

Interpersonal skills

Teamwork ability

Independent work

Licensing prerequisites

Education

Bachelor's Degree

Job description

Shoemaker Financial in Germantown, TN is seeking a driven Financial Advisor to help clients achieve their financial goals. You will assess client needs, develop personalized strategies, and implement recommendations with life, health, and investment solutions.

The role includes a six-month training program, mentorship, and licensure support; strong communication and teamwork are essential. A successful track record in sales and leadership is preferred.