A Financial Representative strives to understand their clients' goals and visions in order to uncover financial solutions that put them on a path to success. This is an entrepreneurial role, that allows you autonomy and independence, but is founded in a large support system. This support system is layered in mentorship, professional development opportunities, a nationally recognized training and education program. Financial Representatives also have direct access to a network of "in-house" specialists to be resources to help their clients and build their practices.
*Company culture, leadership, and specifics will be discussed via an initial phone call*
INCOME GROWTH OPPORTUNITY
Average vs Top 25%
Year 1 | $52,000 -$106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Beyond income, you'll also have access to a comprehensive benefits package:
- Comprehensive medical insuranceTwo pension plans
- Life and disability insurance
- Health care and dependent care reimbursement accounts
- Reimbursement for licensing and ongoing education
- Prospecting for clients through personal referrals and networking
- Develop and maintain long-term relationships with clients
- Provide financial solutions for clients through fact finding and need based analysis
- Ongoing education and development Compensation
- Training stipend and training allowance program
- Performance based commission and bonus structure
- Highly competitive benefits package
- Bachelor's degree
- Strong interpersonal skills, self-motivated
- Have a history of personal success
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, b2b, b2c, hospitality, banking, sales, marketing, management, educators, athletes, logistics, lawyers, attorneys, juris doctorate, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.
WHO ARE THEY?
At our client’s company they believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!
Their teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with this company provides abundant opportunities to serve this growing need!
Recognized by FORTUNE as one of the "World's Most Admired" companies, this company has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.
Rekroot was formed to directly impact recruiting and selection in the financial services sector through coaching and consulting. With several years of recruiting experience in this industry, we found there was a need for in-depth coaching and development when recruiting quality advisors to the field, all while staying up to date with recruiting trends. We take our clients through an extensive consulting approach to make sure we are the right solution to your recruiting needs.
Why Work Here?Helping you build a recruiting culture with selection intelligence for insurance or financial services. Rekroot was formed to directly impact recruiting and selection in the financial services sector through coaching and consulting. With several years of recruiting experience in this industry, we found there was a need for in-depth coaching and development when recruiting quality advisors to the field, all while staying up to date with recruiting trends. We take our clients through an extensive consulting approach to make sure we are the right solution to your recruiting needs.
A team mentality that focuses on building a company together!