We are seeking a self-motivated financial services representative in the Dallas/Fort Worth metroplex. This individual will be responsible for providing outstanding customer service and support to clients by helping them to manage their financial accounts. In addition, the Financial Services Representative will be adept in resolving inquiries, answering questions, and educating individuals on the range of financial products and services that our company provides. The ideal candidate will have excellent communication and interpersonal skills and be able to think critically and make sound decisions. Responsibilities: • Utilize sales/CRM databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales goals • Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios • Maintain consistent quality customer service • Educate and consult new and potential clients, assess their priorities and finances, and determine suitable plan options that successfully meet their individual needs • Develop and deliver risk management strategies for each customer based on their risk profile • Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education • Attend training (both virtual and in-person) and obtain relevant licenses in a timely fashion Qualifications: Required: • Candidate must be an accomplished communicator with strong verbal and written skills • Candidate must be licensed and/or willing to obtain a Life/Health insurance license • Willingness to obtain SIE, Series 6 or 7, and Series 63 • Go-getter mindset • Strong desire to help others • Demonstrate self-discipline in a hybrid work environment • Capable of working individually as well as in a team environment • Candidate must have the ability to attend periodic training located in Frisco, TX • Business Professional Attire Preferred: • 4-year College Degree • Prior sales and/or business experience • Bilingual a plus • Zoom proficiency for virtual settings • Some experience with a CRM/Salesforce is beneficial Compensation: $75,000 - $95,000+

• Utilize sales/CRM databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales goals • Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios • Maintain consistent quality customer service • Educate and consult new and potential clients, assess their priorities and finances, and determine suitable plan options that successfully meet their individual needs • Develop and deliver risk management strategies for each customer based on their risk profile • Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education • Attend training (both virtual and in-person) and obtain relevant licenses in a timely fashion