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Creative Financial Investments | C2X — Created to Multiply

Financial Services Professional - Commission-Based

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Services Manager

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Based on Texas data

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What they do

A Financial Services Manager manages an organization's financial or insurance services. Supervises other financial services professionals. Coordinates with sales and marketing on financial services placement to customers.

$149,105 / year median in Texas

+5% projected growth

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Job Description

Financial Services Professional - Commission-Based at Creative Financial Investments | C2X — Created to Multiply Financial Services Professional - Commission-Based at Creative Financial Investments | C2X — Created to Multiply in Frisco, Texas Posted in 1 day ago.

Type:

full-time We are seeking motivated, coachable individuals who are interested in helping families improve their financial futures while building a flexible career in the financial-services industry. In this role, you will educate individuals and families about financial protection, life insurance, retirement strategies, and other available financial solutions. Previous financial-services experience is not required. Training, mentorship, and ongoing professional development are provided.

Responsibilities:
  • Connect with individuals and families to identify their financial needs and goals
  • Educate clients about life insurance, retirement, and financial-protection strategies
  • Conduct financial-needs assessments and policy reviews
  • Recommend suitable solutions based on each client's needs and eligibility
  • Follow up with prospective and existing clients
  • Participate in training, professional development, and team meetings
  • Maintain accurate client records and follow all licensing and compliance requirements
  • Build long-term professional relationships through excellent service
Qualifications:
  • Strong communication and people skills
  • Self-motivated, dependable, and willing to learn
  • Comfortable working in a performance-based environment
  • Able to manage time and follow a consistent schedule
  • Interested in financial education, entrepreneurship, and helping others
  • Must hold or be willing to obtain the appropriate state insurance license
  • Background in sales, customer service, education, leadership, or entrepreneurship is helpful but not required
Compensation:

This is a commission-based independent contractor opportunity with no guaranteed salary or hourly wage. Earnings are based on individual sales, production, and applicable compensation guidelines. Estimated annual earnings may range from $30,000 to $100,000 or more; however, results vary and income is not guaranteed.

What We Provide:
  • Training and mentorship
  • Flexible scheduling
  • Leadership-development opportunities
  • Access to multiple financial products and solutions
  • Performance-based advancement opportunities
  • A supportive and growth-focused team environment If you are coachable, ambitious, and passionate about helping others, we invite you to apply.

Applicants will receive additional information about licensing requirements, compensation, training, and the position during the interview process.

Benefits

  • Flexible Work Schedules
  • Professional Development
  • Dental Insurance
  • Life Insurance