Financial Services Professional

Gorra Financial Group; Rhode Island; On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Insurance

401k match

Rewards program

Flexible schedule

Job summary

Gorra Financial Group is seeking driven individuals to build a personal practice in Rhode Island and Massachusetts, offering education, solutions, and ongoing coaching. You will educate clients, cultivate relationships, and capitalize on team-driven growth opportunities.

A degree in business/finance with FINRA credentials is required. This role offers a full benefits package, 401k with match, and a rewards program, with compensation that reflects effort and results in a relationship-driven

Qualifications

• Bachelor's degree in business, finance, or related field.
• 2-5 years of experience as a financial advisor/financial planner or IARs in life/health.
• Current FINRA Series 65 or 66 and Series 7 registration (65 preferred).
• Life and health license.
• Knowledge of mutual funds, securities and insurance industries.
• Proven ability to provide quality financial advice.

Responsibilities

• Prospecting for clients as you build your practice through introduction-based activities.
• Maintaining long-term, positive relationships with your clientele.
• Providing education and solutions to clients.
• Capitalize on the education and knowledge opportunities offered by our team.

Skills

Interpersonal skills

Entrepreneurial spirit

Communication skills

Sales experience

Education

Bachelor's degree in business/finance

Tools

FINRA Series 65/66

FINRA Series 7

Life and health license

Job description

Gorra Financial Group is looking for talented individuals who seek to make a difference in the lives of others by providing financial literacy.

Our team is composed of entrepreneurial, success-driven individuals who pursue control of their career. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

We offer a program that can generate income, plus commissions with high-income potential, a flexible work schedule, and a rewarding work-life balance. We provide you with the essential resources and tools needed to build your skills as a financial professional.This career can take off quickly, with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team.

We offer full benefits available including insurance, 401k with a match along with attractive rewards and recognition programs.

Responsibilities

• Prospecting for clients as you build your practice through introduction-based activities.
• Maintaining long-term, positive relationships with your clientele.
• Providing education and solutions to clients.
• Capitalize on the education and knowledge opportunities offered by our team.

Skills

• Strong interpersonal skills and a desire to be in a relationship-driven career.
• Entrepreneurial spirit with a commitment to integrity.
• College degree or military equivalent is preferred.
• Sales or entrepreneurial experience preferred but not required.

Qualifications

• Bachelor's degree in business, finance, or related field.
• 2-5 years of experience being a financial advisor/ financial planner or IARs (Investment Advisory Representative) in the life and/or health field.
• Must have current FINRA Series 65 or 66 and 7 Securities Registration (65 preferred - Independent Advisor Representative).
• Life and health license.
• In-depth understanding of employer, industry and federal regulations
• Knowledge of mutual funds, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Experience providing quality financial advice.
• Analytical thinking skills and the ability to assess clients’ needs
• Excellent communication abilities, including writing, speaking and active listening
• Effective sales, presentation and customer service skills.

Compensation and Benefits

• A program for new professionals with rate considerations as you grow your commission-base.
• Comprehensive rewards, trips, and recognition opportunities.
• Full benefits package including insurance and retirement benefits.
• Residual income, build equity as you will own your business.

Extensive training and joint work to improve financial and presentation skills

Weekly coaching to support growth of a practice for new and experienced levels.

Ongoing practice advancement, continuing education, and growth opportunities.

Location:Rhode Island and Massachusetts