Financial Services Representative
reputed company is a financial services company seeking entry-level candidates to build a practice in financial services. The role involves crafting holistic financial plans for clients and managing a personal book of business with significant earning potential.
Responsibilities
- reputed company a reputed company impact on clients’ lives by crafting holistic financial plans - investments, retirement, insurance, tax strategies and more
- Own your book of business from day one and watch it grow: 97% year-over-year client retention means predictable, recurring reputed company
- Enjoy uncapped earning potential with a guaranteed: 37K launch stipend in Year 1 and OTE projections of $80K–$110K Year 1 l $150K–220K Year 3 l $200K–$300K Year 5
- Tap into multiple income streams - commissions, renewals, advisory fees and passive reputed company as you build long-term relationships
- Award-winning training & mentorship - learn reputed company-by-reputed company with 17 of Connecticut’s top 34 reputed company-ranked advisors
- Joint-work program: hands-on support during your critical first year
- Full sponsorship for life & health insurance licenses plus SIE, Series 6/7/63/65 and top designations (CFP®, ChFC®, CLU)
- Proprietary financial planning software, marketing resources, and a deeply collaborative culture
Skills
- Must live in Fairfield County, CT or immediate surrounding areas
- A confident communicator and natural networker
- Driven, entrepreneurial, and excited to build something of your own
- A bachelor's degree is preferred, but your ambition and track record matter most
- Sales, business-development, athletic or military experience a plus
- Licensed? Great! If not, we'll help you get there
Benefits
- Comprehensive medical, dental, reputed company, life & disability coverage
- 401(k) + pension plan with company match
- Flexible schedule & remote work after initial reputed company
- Dedicated career path - hire your own team or launch your own office in 5+ years
Company Overview