Thibodaux, LA · On-site
$65K - $85K/yr
... financial security. We provide supplemental insurance solutions that offer peace of mind during ... Conduct needs-based consultations to identify coverage options. * Present and enroll clients in ...
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Thibodaux, LA · On-site
$65K - $85K/yr
... financial security. We provide supplemental insurance solutions that offer peace of mind during ... Conduct needs-based consultations to identify coverage options. * Present and enroll clients in ...
Thibodaux, LA · On-site
$68K - $88K/yr
At Executive Financial Partners, we specialize in providing supplemental health insurance solutions ... Conduct one-on-one consultations with employees to ensure they fully understand their coverage ...
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Thibodaux, LA · On-site
$68K - $88K/yr
At Executive Financial Partners, we specialize in providing supplemental health insurance solutions ... Conduct one-on-one consultations with employees to ensure they fully understand their coverage ...
$43.4K - $54.5K
7% of jobs
$54.5K - $65.7K
7% of jobs
$74K is the 25th percentile. Wages below this are outliers.
$65.7K - $76.8K
14% of jobs
$76.8K - $88K
16% of jobs
The median wage is $91.6K / yr.
$88K - $99.1K
18% of jobs
$99.1K - $110.3K
11% of jobs
$111.8K is the 75th percentile. Wages above this are outliers.
$110.3K - $121.4K
17% of jobs
$121.4K - $132.6K
5% of jobs
$132.6K - $143.7K
4% of jobs
$143.7K - $154.8K
1% of jobs
$154.8K - $166K
0% of jobs
$43.4K
$99.1K
$166K
An Entry Level Financial Consultant helps clients manage their finances by providing guidance on budgeting, investments, insurance, and financial planning. They typically work for financial firms, insurance companies, or banks and assist in identifying clients’ financial goals. This role involves analyzing financial data, recommending suitable financial products, and maintaining client relationships. Entry-level consultants often receive training and work under senior advisors while gaining experience in the industry. Strong communication, analytical, and sales skills are important for success in this role.
To thrive as an Entry Level Financial Consultant, you need a solid understanding of finance principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial analysis tools, spreadsheets (such as Excel), and occasionally CRM or financial planning software is highly valued, and pursuing certifications like Series 7 or Series 66 can be advantageous. Strong communication skills, attention to detail, and a client-focused attitude are essential soft skills for success. These capabilities enable consultants to accurately assess client needs, provide effective recommendations, and build trust with clients and team members.
Entry Level Financial Consultants who demonstrate strong performance and client management skills often advance to positions such as Financial Advisor, Senior Consultant, or Portfolio Manager. Many firms provide mentorship and training programs to help new consultants build expertise and work toward professional certifications. As you gain experience, you may also take on roles with greater client responsibility or specialize in areas like wealth management or retirement planning. Advancement typically depends on both results and a commitment to ongoing professional development.
$65K - $85K/yr
Full-time, Contractor
Re-posted 5 days ago
About Us
At Cleft of the Rock, we believe in standing firm in service, compassion, and integrity. Our mission is to help businesses and individuals protect what matters most — their people and their financial security. We provide supplemental insurance solutions that offer peace of mind during life’s unexpected moments.
Our team is made up of caring, driven individuals who find purpose in helping others. We’re not just here to sell — we’re here to serve.
What You’ll Do
As an Entry-Level Sales Representative, you’ll play a key role in bringing financial security and support to both businesses and individual clients. You’ll work directly with business owners, decision-makers, and individuals to educate them on benefits that help protect their teams, families, and themselves.
Responsibilities:
Build and maintain relationships with local businesses and individual clients.
Conduct needs-based consultations to identify coverage options.
Present and enroll clients in supplemental insurance programs.
Follow up with business owners and individuals to ensure continued satisfaction.
Participate in weekly trainings and development meetings to grow your skills.
What We Offer:
Comprehensive training and hands-on mentorship.
Licensing assistance and reimbursement to help you get started.
A supportive, service-oriented team culture.
Unlimited earning potential with commission-based pay (average $65,000–$85,000 annually for entry-level agents).
An optional base draw during your first 6 weeks to support your transition.
Who You Are:
You find fulfillment in helping others and making a difference.
You’re self-motivated, reliable, and enjoy working independently.
You communicate with warmth and professionalism.
You’re eager to learn, grow, and serve.
You thrive in face-to-face relationship-building environments.
Company: Cleft of the Rock
Employment Type: Full-Time | Independent Contractor
Industry: Supplemental Insurance | B2B / Direct Sales
Compensation: Commission-Based (Average $65,000–$85,000 per year) — with an optional base draw available for the first 6 weeks to help you get started
Location: Local Territory (In-person)
Join Us
If you’re ready to start a career that blends purpose with opportunity — where your success is built on serving both businesses and individuals — we’d love to meet you.
Apply today and take the first step toward a meaningful career with Cleft of the Rock.
Learn more at: www.thecleftoftherock.com