Financial representative Position Available In Wake, North Carolina
Tallo's Job Summary: Our financial representatives assist individuals in achieving their financial goals through personalized plans and support. They require integrity, leadership skills, and a passion for helping others. Training is provided, and qualifications include obtaining necessary licenses. Benefits include medical insurance, retirement plans, and incentives like bonuses and expense-paid trips.
Job Description
Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members’ current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About you:
Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest.
Education and Training:
Our education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you’ll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications:
Passion for bettering members’ financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks:
Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives.
