Financial Representative

Five Rings OKC; Nashville (TN); On-site; Full time

Benefits offered by this job

Flexible schedule

Professional development assistance

Direct mentorship and training

Virtual training system

Job summary

A financial services firm in Nashville, TN is seeking a Financial Representative to provide expert financial advice and manage client relationships. The ideal candidate will have strong communication skills and a basic understanding of financial concepts. This role offers a hybrid work schedule and no prior experience is required as training is provided. Join us to help clients achieve their financial goals through expert guidance and support.

Qualifications

• Ability to communicate clearly and effectively to clients.
• Training provided; prior experience not necessary.
• Relevant certifications or licenses not required initially.

Responsibilities

• Develop strong client relationships to understand their financial needs.
• Create comprehensive financial plans involving investments and insurance.
• Recommend strategies to protect client assets.
• Monitor financial plans and adjust as needed.
• Engage in ongoing professional development.

Skills

Communication skills

Customer relationship management

Financial concepts understanding

Estate planning knowledge

Investment management

Job description

Overview

Tax Strategy Location: Nashville, TN (Hybrid Remote) • Job Type: Full-time or Part-time

Life Insurance

Financial Planning

About The Role

We are seeking a dedicated and motivated Financial Representative to join our team. In this role, you will be responsible for providing expert financial advice and services to clients, helping them navigate their financial goals, and manage their wealth effectively. The ideal candidate will possess a strong understanding of financial concepts, estate planning, and investment management, along with excellent customer relationship management skills.

Pay Structure

Compensation is based entirely on objective, quantitative performance results and offered across multiple income tracks --including commission-only options with uncapped earning potential, full ownership of your book of business and client relationships, and long-term residual income.

Responsibilities

• Develop and maintain strong relationships with clients to understand their financial needs and objectives.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Build and maintain a network of clients through referrals, community involvement, and professional associations.
• Engage in ongoing professional development to stay current with industry trends and best practices in financial services.

Requirements

• Prior experience is NOT required. Training is provided whether experienced or new to the industry.
• Ability to communicate clearly and effectively to clients.
• Relevant certifications or licenses are NOT required at time of application.

Benefits

• Flexible schedule
• Professional development assistance
• Direct mentorship and training with Vice President
• Virtual training system to learn at your own pace

Join us as a Financial Representative where you can make a significant impact on the lives of our clients by helping them achieve their financial aspirations through expert guidance and support.

Hybrid Remote

Five Rings OKC

1000 W Wilshire Blvd #220

Oklahoma City, OK 73116

#hc228468