Financial Representative Entry Level – Training Provided

Rise-North-Capital-2

South Hadley (MA)

On-site

USD 45,000 - 140,000

Full time

14 days+

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Benefits offered by this job

One-on-one coaching
Licensing sponsorship
Marketing tools
Business-building systems
Mentorship and case support
Leadership development and advancement
Performance-based incentives

Job summary

Rise North Capital in Massachusetts is seeking driven individuals to start a career in financial services as Financial Representatives. No financial experience required; you'll learn to protect clients and build your own book of business through training and mentorship.

This is a 100% commission-based role with performance-based incentives. You will develop sales skills, prospect new opportunities, and grow with a supportive team that sponsors licensing and provides marketing tools.

Qualifications

  • Minimum education: High school diploma or equivalent.
  • No prior financial services experience required; willingness to learn and pursue a career in financial services.

Responsibilities

  • Prospect and develop new business opportunities
  • Build lasting relationships with clients
  • Identify financial needs and goals
  • Educate clients on life insurance, protection, and retirement strategies
  • Recommend and sell appropriate insurance solutions
  • Develop referrals and grow your business
  • Build professional sales and leadership skills

Skills

Self-motivated
Coachable
Goal-oriented
Confident communication
Sales aptitude
Entrepreneurial mindset
Long-term career focus

Education

High school diploma or equivalent

Job description

Build Your Career. Grow Your Business. Take Control of Your Future.

No financial experience required. Just ambition, work ethic, and a willingness to learn.

Rise North Capital is looking for driven, self-motivated individuals who want to build a career in financial services while developing the skills to grow their own business.

Whether you're starting your career, transitioning industries, or exploring an entrepreneurial opportunity, we'll provide the training, mentorship, coaching, and resources to help you succeed.

Compensation: 100% performance-based commission. This is a sales opportunity with no guaranteed salary or hourly wage.

What You'll Do

As a Financial Representative, you'll help individuals, families, and business owners protect what matters most while building your own client base.

You’ll learn how to:

  • Prospect and develop new business opportunities
  • Build lasting relationships with clients
  • Identify financial needs and goals
  • Educate clients on life insurance, protection, and retirement strategies
  • Recommend and sell appropriate insurance solutions
  • Develop referrals and grow your business
  • Build professional sales and leadership skills
Why Rise North Capital?

Build your business with a team invested in your success.

We believe your success matters. That's why we provide ongoing support, not just initial training.

You’ll have access to:

  • One-on-one coaching from experienced professionals
  • Unlimited learning opportunities through ongoing sales and industry training
  • Licensing sponsorship and support
  • Marketing tools and business-building systems
  • Collaborative team environment with mentorship and case support
  • Leadership development and advancement opportunities
  • Performance-based incentives and potential company-sponsored travel opportunities

Whether you're learning the fundamentals or working toward building a team, we're committed to helping you develop.

Who We're Looking For

Successful candidates are:

  • Self-motivated and goal-oriented
  • Coachable and eager to learn
  • Competitive and resilient
  • Confident communicating with people
  • Comfortable with sales and prospecting
  • Entrepreneurial and willing to take initiative
  • Committed to building a long-term career

No previous financial services experience required.

Experience in sales, customer service, athletics, hospitality, business, or leadership is a plus.

Minimum Education: High school diploma or equivalent.

Compensation & Opportunity

This is a 100% commission-based sales position where compensation is determined by individual production and performance.

  • No guaranteed base salary or hourly wage
  • Performance-based commissions
  • Potential bonuses and incentives
  • Opportunities for business growth and leadership development
  • Ongoing professional training and mentorship

Your results will depend on your sales activity, client relationships, and individual performance.

Location

Primary Office: 130 College Street, South Hadley, MA 01075

Additional offices in Braintree, MA and Nashua, NH.

Work Arrangement: In-person

Ready to Build Something That's Yours?

You don't need to know the financial services industry to get started.

We'll provide the training, coaching, mentorship, and support. You bring the drive, discipline, and willingness to succeed.

If you're motivated by performance, enjoy working with people, and want to learn how to build a business in financial services, we'd like to meet you.

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