Financial Representative

WestPoint Financial Group; Indianapolis (IN); Vor Ort; USD 50.000 - 100.000; Vollzeit

Benefits dieser Stelle

Uncapped commission structure

Flexibility and autonomy

Training and mentorship

Collaborative advisor community

Zusammenfassung

WestPoint Financial Group is seeking a Financial Advisor in Indianapolis, IN. This position offers autonomy, uncapped earning potential, and the opportunity to build a client book over time. Responsibilities include networking, client education on financial strategies, and maintaining compliance standards. Ideal candidates are self-motivated with strong communication skills and a goal-oriented mindset. The role also provides training and mentorship to support your success.

Qualifikationen

• Ability to build long-term client relationships.
• Strong networking and outreach skills.
• Willingness to obtain required licenses.

Aufgaben

• Build and manage a pipeline through networking.
• Conduct discovery meetings with clients.
• Educate clients on financial strategies.
• Develop long-term client relationships.
• Leverage training and resources for growth.
• Maintain compliance and licensing standards.

Kenntnisse

Strong communication skills

Self-motivated

Goal setting and execution

Performance-based accountability

Ausbildung

Bachelor’s degree preferred

Jobbeschreibung

Location: Indianapolis, IN

WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven professional who wants more autonomy, uncapped earning potential, and the ability to build a book of business over time.

Key Responsibilities

• Build and manage a pipeline through networking, referrals, and proactive outreach
• Conduct discovery meetings to understand client goals and priorities
• Educate clients on financial strategies and solutions aligned to their needs
• Develop long-term relationships through ongoing service, reviews, and follow-up
• Leverage mentorship, training, and internal resources to grow your practice
• Maintain compliance standards and complete required licensing

Qualifications

• Strong communication skills and a relationship-first approach
• Self-motivated, accountable, and comfortable in a performance-based environment
• Demonstrated ability to set goals and execute consistently
• Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
• Bachelor’s degree preferred

What We Offer

• Uncapped commission structure with performance-based growth
• Non-captive model with flexibility and autonomy
• Training, coaching, and mentorship to support business development
• A collaborative advisor community and proven infrastructure

Apply today on LinkedIn or connect to learn more.