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Capital Strategies
Lubbock, TX | Full Time
$82k-97k (estimate)
1 Month Ago
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Financial Representative
$82k-97k (estimate)
Full Time | Ambulatory Healthcare Services 1 Month Ago
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Capital Strategies is Hiring a Financial Representative Near Lubbock, TX

Are you up for a challenge? Are you confident that you are the best at what you do? We are looking for a relationship builder to join our team, gather clients, and provide financial advice to our clients.

This charismatic and ambitious Financial Services Representative will be responsible for developing client relationships, gathering financial data, implementing plans, and providing advice on investments and insurance to make an impact in the lives of clients. Join our team to start making an impact in your own life.

This is a career move that could redefine everything. Build something. Be in control of your own life. Is your inner entrepreneur calling to be released? What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the move that may redefine your career. If you’ve considered business ownership, financial freedom and independence, then start your business with us.

As a Financial Services Representative, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.

- Follow a well-defined career path that integrates education with mentorship and teaming opportunities

- Benefit from a culture of innovation that embraces growth and the changes that come with it

- Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership

- Have a voice – your contributions and input matter

- Experience the power of flexibility – and the freedom to design your work and your life the way you envision

How will you build your business? You will…

- Establish networks and cultivate referrals

- Develop and maintain long-term relationships with clients

- Provide financial solutions through fact-gathering and needs analyses

- Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Who do you need to be?

- A strong relationship-builder who takes a client-first approach

- A connector with people, a connector of people

- A dedicated worker: independent, self-motivated and goal-oriented

Contact us today to discuss a change to work that can have great impact on your life.

Job Type: Full-time

Pay: $72,000.00 - $77,603.23 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Financial planning services
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Referral program
  • Retirement plan
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pay

Weekly schedule:

  • Choose your own hours
  • Monday to Friday

Work setting:

  • Hybrid work
  • Office

Education:

  • Bachelor's (Required)

Experience:

  • Sales: 3 years (Required)

License/Certification:

  • Life & Health Insurance License (Preferred)
  • Series 6 (Preferred)

Work Location: Hybrid remote in Lubbock, TX 79424

Job Summary

JOB TYPE

Full Time

INDUSTRY

Ambulatory Healthcare Services

SALARY

$82k-97k (estimate)

POST DATE

03/24/2024

EXPIRATION DATE

07/20/2024

WEBSITE

capitalstrategiesgroup.com

HEADQUARTERS

NORTH CHESTERFIELD, VA

SIZE

50 - 100

TYPE

Private

REVENUE

$10M - $50M

INDUSTRY

Ambulatory Healthcare Services

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The following is the career advancement route for Financial Representative positions, which can be used as a reference in future career path planning. As a Financial Representative, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Representative. You can explore the career advancement for a Financial Representative below and select your interested title to get hiring information.