Financial Representative

rekroot; Fargo (ND); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Paid Medical Insurance

Paid Dental Insurance

401(k) Retirement Plan with Company Match

Noncontributory Pension Plan

Group Term Life Insurance

Expense-paid Trips

Bonuses

Other Incentives

Job summary

An established industry player is seeking dedicated financial representatives who are passionate about helping individuals achieve their financial goals. This entry-level position offers comprehensive training and mentorship, ensuring you are equipped with the necessary tools to succeed. You will create personalized financial plans and build lasting relationships with clients, all while enjoying a supportive work environment. With a focus on integrity and community involvement, this role is perfect for those looking to make a positive impact in people's lives. Join a team that values character and results-driven success, and take the first step toward a rewarding career in finance.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain necessary financial licenses.

Responsibilities

• Create and execute tailored financial plans for clients.
• Help individuals achieve their financial goals.

Skills

Integrity

Leadership Skills

Team-oriented

Results-driven

Relationship Building

Community Volunteer Spirit

Education

Active Life Insurance License

FINRA Securities Registration

Series 6 and/or 7 License

Series 63 License

Job description

Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

About you:

• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented.
• Focus on results/success driven.
• Can or have overcome adversity.
• Grow by helping others.
• Show volunteer spirit in the community.
• Enjoy building long-term relationships.
• Credible, trustworthy and honest.

Education and Training:

Our education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.

Qualifications:

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Benefits and perks:

• Paid medical and dental insurance.
• 401(k) retirement plan with company match.
• Noncontributory pension plan.
• Group term life insurance.
• Expense-paid trips, bonuses and other incentives.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Finance