About Us: GB Broadway Financial Group is a locally rooted financial services agency expanding its footprint right here in Green Bay. We specialize in innovative wealth preservation, tax-advantaged retirement planning, and specialized asset protection strategies for families and small business owners. We are currently seeking a teachable, self-motivated individual to join our team as a Financial Solutions Associate.
Position Overview: This is a flexible, entry-level business-building opportunity designed for professionals looking to transition careers or gain independence. Rather than a rigid corporate desk job, you will work closely under direct mentorship to learn the financial industry from the ground up. We provide a full blueprint to help you establish, grow, and scale your own financial services practice.
What You Will Do:
- Learn to conduct basic financial discovery and analyze client needs under the guidance of an experienced mentor.
- Help families and independent business owners implement tax-advantaged vehicles like Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIAs).
- Build and maintain professional relationships through local networking, social platforms, and community outreach.
- Participate in specialized agent training and agency leadership development programs.
What We Offer:
- Uncapped 1099 Commission Structure: High-earning potential with a compensation vehicle tailored for independent growth.
- Complete Flexibility: Set your own hours and manage your schedule around your personal commitments.
- Direct Mentorship: Hands-on field training and step-by-step guidance—no prior financial experience is required.
- Licensing Support: Comprehensive study support to help you achieve your state life and health insurance licensing.
Who You Are:
- A resident of the Green Bay area looking to make a lasting impact in the local community.
- Highly coachable with an entrepreneurial mindset and a strong work ethic.
- Possess excellent communication skills and a natural desire to help others build financial security.
- Must be able to pass a standard background check for state financial licensing.
Schedule:
- Flexible schedule / Choose your own hours
- Part-time or Full-time availability
Compensation:
- 1099 Commission-based (Uncapped earning potential)
Benefits:
- Financial planning services
- Flexible schedule
- Opportunities for advancement
- Professional development assistance
- Referral program
Work Location: Hybrid remote in Green Bay, WI 54303
