Positions Available

Financial Representative

Job Description:

Seeking self-motivated, disciplined individuals with an entrepreneurial spirit and strong work ethic that have a sincere desire to develop valued client relationships.


  • Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire above average skill and knowledge of financial products and services where applicable to changing economic conditions and market shifts.
  • Learn and implement existing client resource tools, and employ cutting edge financial strategies to grow and develop long lasting, value based client relationships.
  • Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within a targeted market niche.
  • Provide sound financial recommendations to help insure financial security for clients, and possess the capability to move clients to take action and implement said recommendations.
  • Learn best selling skills practices and/or willingness to improve/develop existing sales skills.
  • Act as an advocate for your clients; commitment to enhance, enrich and serve client base.
  • Willingness to engage in necessary and targeted daily business activities to achieve desired sales production results.

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