Overview
We are seeking a motivated individual to join our team as a Financial Services Associate. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative.
The ideal candidate:
Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
Community oriented - has a passion for giving back to the local community and developing connections.
Communication skills - is able to develop connections and relationships through proactive conversations and prospecting.
Experience in the Finance and Insurance industry - for candidates interested in a career change, we support obtaining industry licensing and additional training opportunities!
Responsibilities
- Work with current or new members to provide them information about the financial services their families could utilize.
- Networking with individuals throughout the community.
- Continuously prospecting in order to secure appointments.
- Participating in mentor-lead appointments.
Benefits and Perks
- Medical, dental and vision Insurance paid for
- 401(k) retirement planning with company match
- Non-contributory pension plan
- Group term life insurance benefits
- Expense-paid trips, valuable prizes, and exciting incentives
Equal opportunity employer (EOE).