Financial Services Advisor - Training & Licensing Provided

Strategic People Advisors; Lakewood Township (NJ); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Sponsored licensing

Startup financing

Uncapped commissions

Licensing training

Job summary

Strategic People Advisors represents a prominent local OneAmerica Financial agency in New Jersey, offering a structured associate program for professionals transitioning from non-financial fields.

You will receive classroom-to-field training, mentorship, and licensing in Life & Health and FINRA. Compensation ranges from $60,000 to $120,000 per year with uncapped earnings, startup financing, and fully sponsored licensing during your launch.

Qualifications

• No prior financial industry experience required.
• Background in sales, teaching, operations, or management is valued.
• Bachelor's degree preferred or equivalent track record of professional success.

Responsibilities

• Participate in a structured, multi-phase licensing and financial planning training program.
• Learn to host consultative discovery conversations to evaluate client needs, financial vulnerabilities, and cash flow.
• Design tailored asset-protection, disability, and retirement planning solutions using the firm\'s advanced financial modeling software.
• Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Skills

Sales experience

Teaching

Operations

Management

Trust-building

Education

Bachelor's degree preferred

Tools

Financial modeling software

Job description

Strategic People Advisors represents a prominent local OneAmerica Financial agency in New Jersey, offering a structured associate program for professionals transitioning from non-financial fields.

You will receive classroom-to-field training, mentorship, and licensing in Life & Health and FINRA. Compensation ranges from $60,000 to $120,000 per year with uncapped earnings, startup financing, and fully sponsored licensing during your launch.