Financial Services Representative

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

Benefits offered by this job

Sponsored licensing

Startup financing program

Transition allowance

Fully sponsored licensing training

Job summary

Strategic People Advisors represents a prominent local general agency of OneAmerica Financial, offering a structured associate program with classroom-to-field training in macroeconomic planning, client acquisition, and advanced case design.

You will be paired with a mentor to build a predictable, relationship-driven local business, even if you have no prior finance background. The company supports transition with sponsorship and startup financing during launch.

Qualifications

• No prior financial industry experience required.
• Background in sales, teaching, operations, or management valued.
• Must pass background check and licensing exam (sponsorship provided).
• Bachelor's degree preferred or equivalent track record.

Responsibilities

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

Skills

Sales background

Empathy

Self-discipline

Autonomous work style

Licensing readiness

Education

Bachelor's degree preferred

Equivalent track record

Tools

Financial modeling software

Job description

About Strategic People Advisors

Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a specialized recruitment partner. We identify and advocate for talented professionals looking to make a meaningful career pivot into high-growth industries. We are representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals transitioning from non-financial fields. If you have hit a growth ceiling in fields like education, corporate sales, real estate, athletics, or management, this structured associate program is built for your success.

Position Overview

Our client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach you macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.

Key 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.

Requirements

• No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
• A natural ability to build trust, paired with deep professional empathy.
• Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
• Must pass a standard industry background check and licensing exam (sponsorship provided).
• Bachelor's degree preferred, or equivalent track record of professional success.

Compensation & Professional Development

• Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
• Start-up financing programs combined with competitive commissions and residual income streams.
• $60,000.00 - $120,000.00 per year. This role features a performance-based compensation structure with uncapped earning potential. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.

Discover how we support professionals through career transitions at https://www.strategicpeopleadvisors.com/.