Entry-Level Financial Advisor
Job Description: • Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit. • Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors. • Support Clients – Address questions, surface needs, and introduce insurance and investment solutions. • Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. • Expand Our Reach – Cultivate channel partners (business owners, associations, community groups). Requirements: • Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience). • Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools. • Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession. • Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored). Benefits: • Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses. • Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship. • Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice. • Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance. • Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips. Apply tot his job