Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits Include: • Flexible schedule with a strong work-life balance. • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance. • Training allowance and performance-based incentives. • Company-sponsored professional development opportunities. • Sponsorship for required licenses and continuous training. Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Serve as a collaborative team player willing to further development through continued training opportunities • Develop client relationships and provide tailored financial strategies. • Offer solutions in insurance, asset accumulation, and retirement planning. • Participate in structured coaching and mentorship programs. • Attend In-person and Virtual training to enhance financial expertise. • Utilize Marketing tools and resources to grow the client base. • Work within a hybrid model, attending in-person meetings and training sessions as required. • Maintaining compliance with industry regulations and licensing requirements. Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Self-motivated, coachable, and driven to succeed. • Strong interpersonal and communication skills. • Competitive mindset with a history of leadership or achievement. • No prior experience in finance is required—comprehensive training is provided. • Must be authorized to work in the US. Compensation: $70,000 - $100,000 yearly

• Develop client relationships and provide tailored financial strategies. • Offer solutions in insurance, asset accumulation, and retirement planning. • Participate in structured coaching and mentorship programs. • Attend In-person and Virtual training to enhance financial expertise. • Utilize Marketing tools and resources to grow the client base. • Work within a hybrid model, attending in-person meetings and training sessions as required. • Maintaining compliance with industry regulations and licensing requirements.