Future Financial Professional — Entry Role With Extensive Training And Mentorship

Texas National Financial Group

Future Financial Professional — Entry Role With Extensive Training And Mentorship

Dallas, TX
Full Time
Paid
  • Responsibilities

    Entry Role with Extensive Training and Mentorship Location: Hybrid | Full-Time | Growth Path to Licensed Advisor Are you energized by conversations? Thrive on follow-up? Ready to grow into a real career—not just clock in? Texas National Financial Group (TNFG) is hiring a high-energy Future Financial Professional – Entry Role with Extensive Training and Mentorship to work directly with one of our top producers. Your mission: connect with warm/cold leads, book qualified meetings, and be a crucial part of a growing wealth management practice. If you're ready to take the next step in financial services—or want to build your career from the ground up—we want to hear from you. Apply today and help build something BIG with the TNFG team. Responsibilities: What You’ll Do: • Make outbound calls daily to qualified leads and book appointments for a top-producing advisor • Follow up on existing prospects, referrals, and marketing campaigns • Track activity, conversations, and results using our CRM (Redtail) • Communicate with professionalism, warmth, and confidence Qualifications: What We’re Looking For: • Strong phone presence and zero call reluctance • Experience in outbound sales, appointment setting, or call center preferred • Licensed in Life Insurance (or willing to get licensed within 60 days—support provided) • Organized, coachable, and driven to hit your numbers Perks & Growth: • Clear career path toward becoming a fully licensed advisor • Study material reimbursement and licensing mentorship • Supportive team culture with real-time coaching and collaboration • Access to industry platforms like FMAX, AssetMark, Redtail, and more Compensation: $45,000 - $130,000 performance based

    • What You’ll Do: • Make outbound calls daily to qualified leads and book appointments for a top-producing advisor • Follow up on existing prospects, referrals, and marketing campaigns • Track activity, conversations, and results using our CRM (Redtail) • Communicate with professionalism, warmth, and confidence

  • Compensation
    $45,000-$130,000 per year