Financial Representative, Austin, Texas

Are you an ambitious individual passionate about entrepreneurship and looking for a career path that offers growth opportunities to create a positive impact in your community? Summit Legacy Strategies/Guardian invites dedicated individuals like you to join our team as a Financial Representative in Austin, TX. As a Financial Representative with us, you will work closely with individuals, families, and businesses in your local area, providing them with financial services and products to protect their assets, enhance their financial literacy, and support wealth accumulation for the future.

Joining our team gives you the chance to make a difference in your community, explore avenues for personal and professional development, and have the freedom to grow your practice authentically, focusing on clients and communities that inspire you. Our distinct, non-captive approach to financial services emphasizes long-term results and integrates technology, strong client connections, and customized strategies for individuals and businesses. Candidate must obtain required licensing including General Lines: Life, Accident, Health, and HMO in applicable states. A 4-year degree in Business or Finance is preferred but not required. A successful candidate should have 4-6 years of sales experience. Industry experience and insurance sales are a plus!

$60,000 at plan yearly Commission based structure

• Being a self-motivated individual with a dynamic, confident, outgoing personality with a strong work ethic, high integrity, and a passion for succeeding.
• Develop and maintain a base of clients who value your input and guidance.
• Having a desire to assist others in achieving their financial goals and dreams by fostering long-term relationships is key.
• Being ambitious, entrepreneurial, and seeking career growth and development opportunities is crucial.
• Providing development and training (locally, virtually, and nationally) to support the building of your practice.
• Offering tools and resources to aid in marketing and growing your practice and effectively communicating with prospects and clients.
• Providing mentorship and joint-work opportunities with peers and senior level advisors.
• Offering a competitive benefits package including a Defined Benefits Plan, 401(k) with Match and Roth Options, health and dental insurance, and more.
• Providing leadership and career development opportunities such as tuition reimbursement, licensing assistance and continuing education opportunities.

• The ideal candidate should have 3 years of professional sales experience, preferably in the insurance industry.
• Candidates should be either a US citizen or permanent resident.
• Relevant work history in Business, Finance, and/or Sales is preferred.
• Candidates must also obtain the necessary insurance licensing (please visit the Texas Department of Insurance webpage for more information regarding the General Lines: Life, Accident, Health, and HMO license).
• A 4-year degree in Business or Finance is preferred, but not required.

We are a forward-thinking comprehensive planning firm, establishing a presence in the Austin, Texas area with a client-first approach to financial planning.