Financial Services Representative

Lifetime Financial Growth, LLC; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Development and training

Mentorship and joint-work

Marketing tools and resources

Health and dental insurance

401(k) with match

Defined Benefit Plan

Tuition reimbursement

Job summary

Lifetime Financial Growth, LLC in Ohio seeks a Financial Representative to help individuals and businesses protect assets, understand their financial life, and build wealth for the future.

We provide development and training—locally, virtually and nationally—to support you as you build your practice with us, plus tools to market and grow, mentorship, and a competitive benefits package including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.

Qualifications

• Self-motivated, dynamic personality with a strong work ethic and integrity.
• Ability to cultivate long-term relationships with clients.
• Ambitious and seeking career growth and development.

Responsibilities

• Work with clients to understand goals and current financial information; analyze to create plans with appropriate strategies, products and services.
• Develop and maintain a base of clients who value guidance.
• Keep client financial plans current and aligned with goals over years.

Skills

Self-motivation

Relationship-building

Entrepreneurial drive

Job description

As a Financial Representative you will work with individuals and businesses in your community providing access financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.

You are…

• A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
• Desire to help others achieve their goals and dreams through cultivating long‐term relationships.
• Ambitious, entrepreneurial, and looking for career growth and development.

What you’ll be doing…

• Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years.

What we provide…

• Development and training—locally, virtually and nationally—to support you as you build your practice with us.
• Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
• Mentorship and joint-work opportunities.
• A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.