What are the responsibilities and job description for the Financial Representative position at Lifetime Financial Growth?
Financial Representative
Overview Are you starting to think about a change?
Do you feel dissatisfied and unfulfilled with your impact in your current job?
Consider becoming a part of a team as a Financial professional where you can help people and businesses reach their financial objectives. You’ll show clients where they are today and help guide their decisions for a better tomorrow while providing the appropriate financial tools and support.
We’re looking to grow our team with those who share our passion and values.
You possess…
- A passion for helping others and making a positive impact in your community.
- An entrepreneurial spirit and desire to own a business that provides the ability to integrate yourlife and work – on yourterms.
- A lifelong learner mentality with a desire to continue growing professionally.
- Self‐motivation, a clear commincator, a confident personality, high integrity, and a strong desire to succeed.
What you’ll be doing…
- Working with clients to understand their goals, concerns, and current financial information.
- Analyzing information to create a strategy with appropriate products and services.
- Developing and maintaining a base of clients who value your input and guidance.
- Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
What we provide…
- Tools and technology to help you appropriately gather, manage, and service your clients.
- Development and training—locally, virtually, and nationally—to support your educational needs.
- Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
- Mentorship opportunities.
- Superior service and support.
- A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
- Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Requirements
- Must be a US citizen or authorized to work in the United States.
- Obtain appropriate insurance licensing. We will provide the study materials.
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Experience:
- Sales administration: 1 year (Required)
Ability to Commute:
- Columbus, OH 43240 (Required)
Ability to Relocate:
- Columbus, OH 43240: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000