Just graduated from college and looking for your first opportunity to build a real career?
Our Financial Services Associate position is designed for motivated individuals who want to enter the financial services industry, develop valuable professional skills, and build a long-term career in financial advising and wealth management.
You don't need years of experience or a finance degree to get started. We provide training, mentorship and support so you can learn the business while gaining real-world experience working with individuals and families.
This is a commission-based 1099 opportunity, making it ideal for someone who is entrepreneurial, motivated, and interested in building their income based on their performance.
Why This Is a Great First Career Step
Your first job after college doesn't have to be your final destination.
This opportunity is designed to help you develop skills that can carry throughout your career, including:
- Client communication and relationship building
- Financial education and consulting
- Sales and negotiation
- Presentation and public-speaking skills
- Business development
- Time management and organization
- Building and managing a professional client base
- Leadership and team development
As you gain experience, you'll have opportunities to take on greater responsibility, develop your own book of business, mentor newer associates, and pursue leadership within the organization.
What You'll Do
As a Financial Services Associate, you will:
- Meet with individuals and families through scheduled appointments.
- Learn to identify clients' financial protection and retirement needs.
- Educate clients about life insurance, retirement, and supplemental insurance solutions.
- Help clients understand their available financial protection options.
- Develop and maintain professional client relationships.
- Follow up with prospective and existing clients.
- Use CRM and technology platforms to manage client information and appointments.
- Participate in weekly training, coaching, and professional development.
- Work alongside experienced financial professionals and mentors.
- Build the skills necessary to eventually operate as an independent financial professional.
No traditional cold-calling is required.
Training & Development
You don't have to know everything on day one.
Our training program is designed to take someone who is motivated and teach them the fundamentals of the financial services industry.
You'll receive:
- Life & Health insurance licensing guidance
- Product and industry training
- Sales and communication training
- Client consultation training
- CRM and technology training
- One-on-one mentorship
- Ongoing coaching and professional development
- Leadership development opportunities
Whether your background is in business, finance, marketing, communications, psychology, education, or another field, the skills you develop in this role can translate into a long-term career in financial services.
Who We're Looking For
This opportunity may be a strong fit if you are:
- A recent college graduate or early-career professional
- Motivated to build a career rather than simply find a job
- Comfortable talking with people and building relationships
- Coachable and willing to learn
- Self-motivated and goal-oriented
- Entrepreneurial and interested in building your own income
- Interested in finance, business, sales, or entrepreneurship
- Comfortable working independently while being part of a team
- Looking for flexibility and professional growth
Previous financial services or insurance experience is not required.
A Life & Health Insurance License is a plus, but not required to apply. Licensing assistance is available for qualified candidates.
Compensation
This is a commission-based 1099 Independent Contractor opportunity.
Your income is based on your production and performance rather than a traditional hourly or salaried structure.
High performers may have the opportunity to increase their income through:
- Sales commissions
- Performance-based bonuses
- Incentives
- Building a recurring client base
- Leadership opportunities
- Team development
Apply today to learn more about starting your career in financial services.
Pay: $56,777.41 - $68,377.10 per year
Work Location: Hybrid remote in Plano, TX 75024
