Financial Services Representative

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

Benefits offered by this job

Sponsored licensing

Startup financing programs

Transition allowances

Fully sponsored licensing training

Job summary

Strategic People Advisors represents a prominent local general agency of OneAmerica Financial® and seeks professionals from non-financial fields for a structured associate program in New Jersey. You will receive classroom-to-field training, mentorship, and licensing support to build a local, advisory practice.

This role emphasizes relationship-driven client solutions, multi-phase licensing, and a high-earning opportunity with uncapped commissions and residual income as you transition into

Qualifications

• No prior financial industry experience required; sales, teaching, operations, or management backgrounds are valued.
• Must pass a standard industry background check and licensing exam (sponsorship provided).
• 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

Relationship building

Entrepreneurial mindset

Communication skills

Education

Bachelor's degree preferred

Equivalent track record of professional success

Job description

About Strategic People Advisors

Strategic People Advisors 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 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 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/.