Financial representative

rekroot; Raleigh (NC); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

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

Job summary

An innovative hiring solutions firm is seeking a Strategic Talent Partner dedicated to enhancing the financial lives of individuals. In this dynamic role, you will create and implement personalized financial plans, guiding clients through their financial journeys. The company offers comprehensive training and support from day one, ensuring you have the tools and resources to succeed. If you are passionate about helping others, building long-term relationships, and making a positive impact in your community, this opportunity is perfect for you. Join a team that values integrity, leadership, and results-driven success!

Qualifications

• Passion for improving members' financial lives.
• Ability to obtain necessary licenses as required.
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Responsibilities

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

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Relationship building

Community involvement

Relationship-building

Credibility

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Background check clearance

Job description

Be among the first 25 applicants

Strategic Talent Partner | Innovative Hiring Solutions | Proven Track Record of Identifying Top Talent

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:

Not Applicable

Employment type:

Full-time

Job function:

Sales, Finance, and Business Development