Synergy Financial Services Representative (Inexperienced)

Capstone Financial, LLC; Overland Park (KS); On-site; USD 45,000 - 75,000; Full time

Job summary

A financial services firm in Overland Park is seeking a full-time Financial Services Representative to provide strategic financial solutions and assist clients with financial planning and investments. The role requires at least one year of experience as a licensed financial representative, alongside analytical and communication skills, with a strong interest in wealth management. Candidates will engage in marketing efforts and business development to enhance their client base. Join a company backed by a Fortune 100 partner and thrive in a competitive environment.

Qualifications

• 1+ year as a licensed financial services representative with a minimum active LAH (life, accident, health) license.
• Must obtain Life/Health Insurance, Series 7, Series 66 licenses within 12 months.
• Excellent analytical and problem-solving skills.
• Effective communication and interpersonal skills.

Responsibilities

• Provide strategic financial solutions and help clients with financial planning.
• Sell planning and protection insurance products.
• Promote services and build a professional network through marketing and outreach.
• Complete licensing for advanced market planning

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Sales drive

Grit

Self-driven

Education

Life/Health Insurance license

Series 7 license

Series 66 license

Active LAH license

Job description

Company Description

Synergy Wealth Solutions is a financial services firm located in St. Louis, MO and Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day.

Role Description

This is a full-time on-site role for a Financial Services Representative. The Financial Services Representative will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning. Must be competitive and self-driven!

Qualifications

• Excellent analytical and problem‑solving skills
• Effective communication and interpersonal skills
• Ability to build and maintain authentic client relationships
• Life/Health Insurance, Series 7, Series 66 licensed within 12 months
• 1+ year as a licensed financial services representative with a minimum active LAH (life, accident, health) license
• Deep interest in building advisory plans for your clients
• Interest in becoming a financial planner, and even more, a fee‑based financial planner (to be discussed)
• Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle
• Analytical, driven, and possessing the grit needed to be successful in a sales role

What You’ll Do and How You’ll Do It

• Sell planning and protection insurance products with the opportunity to sell products related to asset and investment management
• Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts
• Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events
• Complete licensing for advanced market planning

Why Join Us

We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join MassMutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company. Estimated first‑year earnings are based on sales performance, closed cases, and historical ranges. Compensation is not guaranteed. All benefits mentioned are based on contract status (contract A) with MassMutual. You will be contracted directly with MassMutual.