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Job Description
Financial Representative Cornerstone Advisor Group Richmond, VA Job Details Full-time $80,000 - $200,000 a year 1 day ago Benefits Opportunities for advancement Qualifications Life Insurance License Full Job Description Financial Representative - up to $120,000+ First-Year Income Potential Full-Time | Commission-Only Compensation | Training, Coaching & Mentorship Provided About Cornerstone Advisor Group Cornerstone Advisor Group is a family-founded, veteran-run financial firm dedicated to helping clients and advisors align their time, talents, and treasures with their highest priorities. Guided by faith, integrity, and service, we provide comprehensive financial planning solutions that help individuals, families, and businesses pursue financial confidence and long-term success. Our mission is to provide clarity, confidence, and purpose in every financial decision while delivering excellence in life planning.
Our culture prioritizes:
Faith, integrity, and excellence Selfless service and professionalism Relationship building and growth Leadership and accountability Client-centered guidance At Cornerstone Advisor Group, we succeed by helping others thrive. Position Overview Financial Representatives provide customized security solutions to individuals and businesses. You will educate clients on insurance and retirement strategies while building a practice founded on trust. This commission-only role offers unlimited income and leadership paths for entrepreneurs. What You'll Do Client Consultation & Financial Guidance Meet with prospective and existing clients to understand their goals and priorities Conduct financial needs analyses and protection reviews Educate clients on life insurance, health insurance, annuity, and retirement planning solutions Develop customized recommendations aligned with client objectives Help clients make informed decisions about their financial future Business Development Generate new client opportunities through referrals, networking, community involvement, and relationship-building activities Develop and maintain a strong prospect pipeline Build long-term client relationships that create ongoing referral opportunities Expand your professional presence within your local market Practice Growth Build and manage your own book of business Maintain consistent client communication and follow-up Participate in training, coaching, and development programs Continuously improve your financial knowledge and professional skills Compensation Commission-Only Structure Uncapped earning potential First-year income potential of $75,000-$120,000+ Performance-based compensation Long-term renewal and residual income opportunities where applicable Production incentives and advancement opportunities This role rewards initiative, consistency, and relationship-building. Your income is directly tied to your effort, development, and results. Licensing & Training Required Licensing Financial Representatives will work toward obtaining and maintaining: Life Insurance License Health Insurance License Annuity Licensing Don't Have Your Licenses Yet? That's okay. We are open to hiring motivated candidates who are committed to completing the licensing process. Cornerstone Advisor Group provides guidance, coaching, and support to help qualified individuals become fully licensed and prepared for success. Coaching, Mentorship & Development One of the things that sets Cornerstone Advisor Group apart is our commitment to advisor development. You'll receive: Structured onboarding and training Ongoing mentorship from experienced leaders Sales and business development coaching Financial planning education Leadership development opportunities Support designed to help you build a long-term career We invest heavily in helping our advisors succeed. What We're Looking For Preferred Qualifications Previous experience in financial services, insurance sales, banking, business development, or relationship-based sales Experience working in commission-based environments Strong communication and interpersonal skills Ability to build trust and long-term client relationships Self-motivation and personal accountability Open to Emerging Talent While experienced professionals are preferred, we are also interested in candidates who: Are committed to obtaining required licenses Demonstrate a strong work ethic Are highly coachable Possess an entrepreneurial mindset Want to build a long-term career in financial services Entrepreneurial Growth Opportunity This is not a traditional corporate sales position. We're looking for individuals who want to: Build a professional practice Develop leadership capabilities Create long-term income streams Potentially move into management and leadership opportunities Take ownership of their success Many of our top-performing advisors are entrepreneurial individuals who value independence, personal growth, and the ability to directly influence their own income and future. Who Thrives in This Role? Entrepreneurial self-starters Relationship-focused professionals Competitive and goal-oriented individuals People motivated by unlimited earning potential Professionals seeking leadership opportunities Individuals committed to personal growth and continuous learning Apply Today If you're ambitious, coachable, entrepreneurial, and ready to build a rewarding career helping others achieve financial confidence, we encourage you to apply. Join Cornerstone Advisor Group as a Financial Representative and begin building a career centered on purpose, growth, leadership, and long-term success.
