Financial Services Representative

Family Tree Financial Group (FTFG) - Jacksonville, FL

Full-time

Get The Best Of Both Worlds By Joining Our Team At Family Tree Financial Group!

Family Tree Financial Group is seeking qualified financial professionals to join our growing practice. Serving the greater Jacksonville / St Augustine area and beyond, our agents enjoy the best features from both worlds – the career agent model as well as the independent model! We offer competitive compensation, access to one of the industry’s leading sales systems, valuable sales and marketing support, training, joint field work, case design team, advance marketing specialists, flexibility, great office, independence and the opportunity to build equity as you build your practice.

ROLE:

Financial Service Representative

DESCRIPTION:

Act as a motivated financial professional, passionate about delivering unparalleled care, expertise, and service to individuals in your community. Using strong interpersonal skills, relationship building techniques, sales experience, and a firm knowledge base, you are able to assist a variety of consumers with their planning needs regarding proper insurance protection and financial needs, such as college planning and retirement structuring.

REQUIRED QUALIFICATIONS:

  • High School Diploma or equivalent
  • Currently or Previously Life Licensed
  • At Least 1 Year of Sales Experience
  • Highly Motivated

PREFERRED QUALIFICATIONS:

  • Bachelor’s Degree or Higher
  • 3 Plus Years’ of Sales Experience
  • Familiarity with Financial Planning Principles and Concepts

BENEFITS OF WORKING WITH FAMILY TREE FINANCIAL GROUP:

  • Highly Competitive Compensation Levels (Commensurate With Skills/Experience)
  • Proven Sales System and In-House Sales Support
  • Own Your Own Book of Business
  • Marketing Support
  • In-Depth Training

Please include a brief cover letter that discusses your qualifications with your application.

ABOUT FAMILY TREE FINANCIAL GROUP:

Family Tree Financial Group is a comprehensive financial planning organization, serving the Jacksonville/St Augustine area.

Specialties include retirement income planning, life insurance solutions, annuities, long-term care, disability income, a large menu of group & voluntary employee benefits, as well as, executive benefits, plus senior benefits including Medicare, and more.

visit familytreefinancialgroup.com to learn more

Job Type: Full-time

Experience:

  • Sales: 3 years (Preferred)

Education:

  • High school or equivalent (Preferred)

License:

  • Life Insurance (Preferred)