Benefits:

Opportunity for advancement Paid time off Training & development 401(k) 401(k) matching Bonus based on performance Competitive salary We are an established insurance and financial services practice looking for a motivated, personable professional to join our team. The ideal candidate is a newly licensed or early-career Registered Representative who is exceptional with clients, confident on the phone, highly organized, and interested in developing a long-term career in financial services.

Responsibilities include:

Proactively contacting existing clients and prospects to schedule financial reviews and appointments Managing and maintaining the Agent's calendar and appointment pipeline Following up with clients on investment, retirement, life insurance, and financial-services opportunities Assisting with preparation and follow-up for client meetings Helping identify additional financial needs within our existing client base Providing excellent client service by phone, email, and virtual meetings Tracking opportunities and ensuring follow-up items are completed

Ideal Candidate:

Securities licensed or recently licensed, with the ability to become appropriately registered with our broker-dealer Excellent telephone and interpersonal skills Comfortable making proactive outbound calls Organized, dependable, and exceptional with follow-through Life & Health license preferred Financial-services experience is helpful but not required Coachable, ambitious, and interested in learning and growing into a larger financial-services role This is an excellent opportunity for someone early in their financial-services career who wants hands-on experience working directly with an experienced financial professional and an established client base. There is significant opportunity for professional growth and increased responsibility based on performance.

QUALIFICATIONS

Series 6/63/65 or SIE licenses preferred SIE, Series 6/63/65, and other relevant certifications Strong knowledge of investment products and financial markets. Communication and customer service skills. Ability to build and maintain customers relationships. Detail-oriented with strong analytical skills. Proficiency with financial software and tools. High ethical standards and professionalism.