Financial Representative

Riverfront Insurance and Financial Group; Ann Arbor (MI); On-site; USD 45,000 - 75,000; Full time

Job summary

Riverfront Insurance and Financial Group is seeking a motivated Financial Representative to serve individuals, families, and business owners, helping them protect loved ones and plan for their financial future.

You’ll engage clients through conversations, assess goals, and present suitable life insurance and annuity solutions while growing your own client base via networking and referrals. Training and mentorship are provided to support your career growth.

Qualifications

• Strong interpersonal and communication skills.
• Ability to build long-term client relationships.
• Willing to network and prospect for new clients.
• Training and ongoing support provided.

Responsibilities

• Meet with individuals, families, and business owners to understand their needs and goals.
• Help clients understand their life insurance and annuity options.
• Recommend life insurance and annuity solutions based on each client’s situation.
• Build your client base through networking, referrals, prospecting, and community involvement.
• Follow up with clients as their lives and needs change.
• Build strong, long-term relationships with clients.
• Participate in training, coaching, and ongoing professional development.
• Maintain accurate client records and follow regulatory requirements.

Skills

Interpersonal skills

Relationship building

Networking

Communication

Education

Michigan Life and Health Insurance License

Job description

About Riverfront Insurance and Financial Group

Riverfront Insurance and Financial Group is built around a simple idea: put people first.

We believe financial services should start with understanding the person sitting across the table. Their family, their goals, what they’re working toward, and what they want to protect. Our Financial Representatives help clients make sense of their options and build strategies around what actually matters to them.

We bring that same approach to developing our team. We provide training, coaching, mentorship, and support while giving our representatives the opportunity to build their own client relationships and grow their business.

About the Role

As a Financial Representative, you’ll work directly with individuals, families, and business owners to help them protect the people they care about and prepare for their financial future.

A big part of this role is having conversations and building relationships. You’ll take the time to get to know your clients, understand what matters to them, and learn about their goals and concerns. From there, you’ll help them understand their options and find life insurance and annuity solutions that make sense for their situation.

You’ll also be responsible for growing your own client base through networking, referrals, community involvement, and reaching out to new people. We’re looking for someone who enjoys connecting with others and wants to build lasting relationships with the clients they serve.

You don’t need to know everything about life insurance or annuities on day one. We provide training, coaching, and ongoing support to help you learn the business, develop your skills, and grow your career.

What You’ll Do

Meet with individuals, families, and business owners to understand their needs and goals.

Help clients understand their life insurance and annuity options.

Recommend life insurance and annuity solutions based on each client’s individual situation.

Build your client base through networking, referrals, prospecting, and community involvement.

Follow up with clients and continue serving them as their lives and needs change.

Build strong, long term relationships with your clients.

Participate in training, coaching, and ongoing professional development.

Maintain accurate client records and follow industry and regulatory requirements.

Who We’re Looking For

We’re looking for people who are motivated, personable, coachable, and willing to put in the work to build a successful career.

You may be a good fit if you enjoy meeting new people, building relationships, and helping others. You’re someone who takes initiative, follows through, and is willing to step outside your comfort zone to create opportunities.

We also value a growth mindset. This role can be a starting point for someone who wants to continue learning, earn additional licenses, expand their knowledge, and take on greater responsibility over time. For representatives who want to continue developing their careers, there may be opportunities to work toward becoming a Financial Advisor in the future.

Previous experience in sales, insurance, or financial services can be helpful, but it isn’t required. We care more about finding someone with the right attitude, work ethic, and willingness to learn.

A Michigan Life and Health Insurance License is required to conduct business. If you aren’t currently licensed, we’ll help you understand the process and steps needed to become licensed.