Financial Services Producer | Insurance

Strittmatter Wealth Management Group, LLC.; Fort Worth (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision, disability, &

Life insurance

401(k) with company match

Paid time off

Job summary

Strittmatter Wealth Management Group, LLC (SWMG) is seeking an experienced insurance sales professional looking to transition into a comprehensive wealth management advisory role in Fort Worth, TX. The position offers training, leads, and team support to develop into a full wealth management advisor with investments, retirement planning, and business planning.

You will join a growing independent RIA focused on high-net-worth clients, with structured advisor development and access to modern

Qualifications

• 5+ years of experience in insurance sales, financial services, or a related client-facing role.
• Active Life and Health Insurance license
• Proven ability to prospect, build relationships, present solutions, and close business
• Strong communication, consultative sales, and follow-up skills
• Ability to explain complex financial concepts clearly
• Interest in expanding into investments and comprehensive financial planning
• Commitment to ethical conduct and fiduciary responsibility

Responsibilities

• Meet with prospective clients through company-generated leads and networking
• Conduct discovery meetings to understand clients' financial goals and needs
• Identify opportunities across insurance, investments, retirement, and financial planning
• Collaborate with financial planning professionals to develop comprehensive financial plans
• Present recommendations and guide clients through implementation
• Support client acquisition and onboarding
• Build referrals through client relationships and professional networks
• Participate in seminars, educational events, and marketing initiatives
• Learn and use the firm's financial planning, CRM, and portfolio management technology

Skills

Communication skills

Consultative sales

Follow-up skills

Explain complex financial concepts

Education

Bachelor's degree or equivalent

Tools

CFP®, ChFC®, CLU®, CFA®

Job description

Turn your insurance sales experience into a comprehensive wealth management career.

Ready to go beyond insurance sales? Build on your existing sales and relationship-management skills while expanding into investments, retirement planning, and comprehensive wealth management. SWMG provides the training, technology, company-generated leads, and team support to help you develop into a well-rounded Wealth Management Advisor.

About SWMG

Strittmatter Wealth Management Group, LLC (SWMG) is an independent Registered Investment Advisor based in Fort Worth, Texas. Established in 2007, we specialize in retirement planning, investment management, and business planning for high-net-worth individuals and business owners.

Why Join SWMG?

• Expand Beyond Insurance: Develop expertise in investment management, retirement planning, and business planning
• Company-Generated Leads: Access opportunities through seminars, educational events, digital marketing, and referrals
• Structured Advisor Development: Receive training and financial planning resources to help you grow into a comprehensive wealth management role
• Team and Technology Support: Work alongside financial planners, investment professionals, and operations teams with modern CRM and planning tools
• Build Long-Term Client Relationships: Move beyond transactional sales toward ongoing client relationships and comprehensive financial solutions
• Competitive Earnings Potential: Earn a base salary plus performance-based compensation tied to production and business development

Compensation and Benefits

• Base salary: $100,000–$150,000
• Performance-based compensation
• Target earnings: $250,000 in Year 1, $500,000 in Year 2, $750,000 in Year 3, and $1,000,000 in Year 4
• Medical, dental, vision, disability, and life insurance
• Paid time off
• 401(k) with company match

Target earnings depend on individual production, asset growth, and achievement of defined business-development objectives.

Key Responsibilities

Meet with prospective clients through company-generated leads and networking

Conduct discovery meetings to understand clients' financial goals and needs

Identify opportunities across insurance, investments, retirement, and financial planning

Collaborate with financial planning professionals to develop comprehensive financial plans

Present recommendations and guide clients through implementation

Support client acquisition and onboarding

Build referrals through client relationships and professional networks

Participate in seminars, educational events, and marketing initiatives

Learn and use the firm's financial planning, CRM, and portfolio management technology

Qualifications

5+ years of experience in insurance sales, financial services, or a related client-facing role

Active Life and Health Insurance license

Proven ability to prospect, build relationships, present solutions, and close business

Strong communication, consultative sales, and follow-up skills

Ability to explain complex financial concepts clearly

Interest in expanding into investments and comprehensive financial planning

Commitment to ethical conduct and fiduciary responsibility

Preferred Qualifications

• Bachelor's degree or equivalent relevant experience
• Existing relationships with high-net-worth individuals or business owners
• Securities registrations or credentials such as CFP®, ChFC®, CLU®, or CFA®

Is This the Right Opportunity for You?

You may be a strong fit if you have a successful insurance sales background, enjoy building lasting client relationships, and want to expand your expertise beyond insurance.