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Full-time Financial Advisor

Loyall Group

Loyall Group

Full-time Financial Advisor

Oklahoma City, OK +4 locations
Full Time
Paid
  • Responsibilities
    • Provide sound financial recommendations to help insure financial security for clients, and possess the capability to move clients to take action and implement recommendations

    • Act as an advocate for your clients; commitment to enhance, enrich and serve client base

    • Implement cutting edge financial strategies to grow and develop long lasting, value based client relationships

    • Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions

    • Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within target markets

    • Learn necessary selling skills practices

  • Qualifications
    • Entrepreneurial minded with a strong work ethic

    • Desire to help others manage and achieve financial security

    • Highest level of integrity and ethics

    • Above average communication skills

    • Strong interpersonal and relationship building skills with a focus in identifying opportunities and developing strategies

    • Basic computer skills

    • Affinity for education and professional development

    • Goal oriented with a commitment to personal growth

    • Willingness to obtain recognized industry professional designations as a commitment to excellence

    • Have or will obtain a Series 6 or 7, and 63 as well as State Life and Health Licenses

  • Desired skills

    Entrepreneurial Spirit, Drive, Coachability

  • Compensation
    - The Guardian Financial Representative Compensation Plan is the primary contract for all Financial Representatives. - It is considered one of the most lucrative plans in the financial industry. - Providing exceptional compensation, renewals, and benefits the Plan is an opportunity for every Financial Representative to do well by doing good.
  • Benefits

    Wealth Accumulation Plan (WPA), Defined Benefit Plan, 401K Math and Roth Options, Tuition Reimbursement, and more.

  • Industry
    Financial Services
  • Locations
    Oklahoma City, OK • Tulsa, OK • Dallas, TX • Austin, TX • El Paso, TX
  • About Us

    Our advisors are leading the way in a field that is becoming more transparent, to provide clarity and empower our dentist and physician clients. At Loyall, we will always declare: you are capable and in control of your own outcome. Through fifteen years of experience, we’ve gained an understanding of the challenges and opportunities you'll encounter. When you don’t have to face insurance alone, you can focus on what matters.