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in Houston, TX

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About this job

Our firm is seeking new Financial Representatives to join a growing practice on either a part time or full time basis. Strong applicants will have exceptional interpersonal skills, have a history of personal success, and have a demonstrated interest in business, finance, or entrepreneurism.

Financial Representatives provide expert guidance and innovative solutions for the planning needs of individuals, families and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success.  Representatives are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.

No experience necessary and full training provided but strong interpersonal management skills, being a self-starter, and the motivation to gain personal success and professional success are all required.  You will be given the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity.

Perks and benefits include:

  • Exceptional Income Potential

  • Leadership Opportunities

  • Sponsorship and reimbersement of Licensing/Credentialing

  • Exceptional mentorship/training program

As a financial representative, a typical day may include:

  • Digging deep with clients and prospects to help formulate financial strategies

  • Developing tailored solutions for each client

  • Training and coaching from people who know their stuff, who are experts in management and executives in the financial field

  • Managerial team meetings to set goals

  • Making calls to prospective clients