What are the responsibilities and job description for the Financial Representative position at DT Financial Services?
About the Role:
We’re seeking motivated and service-minded individuals to join our team as Financial Representatives. This hybrid role offers the flexibility to work remotely with the support of in-person training and mentorship. If you’re passionate about helping others build financial security while growing your own business, this opportunity is for you.
Key Responsibilities:
- Build and manage a portfolio of clients to help them achieve their financial goals.
- Provide education on investment products, insurance, and retirement planning.
- Develop customized financial strategies aligned with client needs.
- Stay informed on financial markets and regulatory requirements.
- Maintain strong ethical standards and build long-term relationships.
Qualifications:
- Series 6, 63, 26, 65, Life and Mortgage licenses preferred – we offer sponsorship for qualified candidates.
- Entrepreneurial mindset with a drive to succeed.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a hybrid environment.
- Background in sales, finance, customer service, or leadership is a plus.
What We Offer:
- Competitive commission structure with performance-based incentives.
- Licensing sponsorship and training for unlicensed candidates.
- Ongoing mentorship and professional development.
- A supportive, values-driven team culture.
- Flexible hybrid schedule with autonomy over your time.
Ready to take control of your career and make an impact?
Apply now and let’s explore how you can thrive as a Financial Representative with us.
Salary : $1,000 - $10,000