Financial Services Representative

Five Rings Financial, LLC; Littleton (CO); On-site; USD 44,720 - 66,125; Full time

Benefits offered by this job

Performance-based earning potential

Comprehensive online training portal

Mentorship programs

Company sponsored licensure programs

Parental benefits

Job summary

Join Five Rings Financial as a Financial Representative in Littleton, CO, where you can build a rewarding career helping clients achieve their financial goals. With a focus on personal growth and performance-based earnings, this role offers opportunities for both training and business development. A successful candidate will possess entrepreneurial ambitions, strong relationship-building skills, and a commitment to enhancing client experiences.

Qualifications

• Preferred life insurance license, but not immediately required.
• History of success in client-facing roles.
• Desire for continuous learning.

Responsibilities

• Grow client base by establishing connections and maintaining referrals.
• Provide personalized financial recommendations.
• Manage financial products for clients.

Skills

Entrepreneurial ambitions

Relationship-building

Critical thinking

Motivation

Education

Legal authorization to work in the US

Job description

1 week ago Be among the first 25 applicants

Now Hiring for a Financial Representative in Littleton, CO.

Description: Becoming a Financial Representative

Becoming a financial representative at Five Rings Financial is a unique opportunity to start a business where you can help your clients achieve their goals through financial services and consulting.

As a financial representative, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, financial recommendations tailored to every client’s unique needs
• Manage your client’s financial products to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

On your path to building your own business, you start as a financial representative focused on client-building and obtaining licenses. Our nationally recognized training and mentorship programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial services practice that focuses on:

Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like autonomy over how you spend your time, the clientele you'd most like to help, and the fellow financial representatives you'd like to learn from.

Five Rings Financial has been known for its duplicatable, proven training strategy to help both potential professionals coming from within the financial industry, as well as those looking to make a career change. We are committed to your continued training and development throughout your career. That starts with a comprehensive online training portal, combined with our optional, but recommended, field-training onboarding structure.

To become a financial representative, it is preferred, but not immediately required, to have a life insurance license. Opportunities for securities are available depending on experience and preference.

· Performance-based earnings and revenue:

• Average representative annual earnings of $50K-$125K
• Top 20% annual average representative annual earnings of $155K-$290K.

· Renewal income earned for continued client support and policy management

· Bonus programs

· Company sponsored program for licensure (un-licensed individuals only).

· Parental benefits at every stage of family planning

You could be right for this opportunity if you have:

· Entrepreneurial ambitions to be a business owner

· History of success in relationship-building or client-facing roles

· Desire for continuous learning and collaboration

· Proficient critical thinking skills

· Strong sense of motivation and drive

· Legal authorization to work in the US without sponsorship

About Five Rings Financial

Started in 2002 in Littleton, CO, Five Rings Financial has grown rapidly, now serving over 500,000 clients in all 50 states. Five Rings Financial's mission is to educate and help Middle America by keeping their hard-earned earnings safe and preparing clients for some of life's most unexpected moments.

To learn more about us and how you can start changing lives along with us, visit our webpage at https://www.fiveringsfinancial.com/.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance and Sales

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