Job Overview
Join our dynamic team as a Financial Services Representative, where comprehensive training is provided to launch your career in the financial industry. This role offers an exciting opportunity to develop expertise in financial products, financial licenses, client relationship management, and industry regulations. You will be instrumental in guiding clients through their financial journeys, offering tailored solutions that align with their goals. With a focus on growth and professional development, this position is ideal for motivated driven individuals eager to make a meaningful impact in the world of finance.
Responsibilities
As a Financial Services Representative, you'll have the opportunity to educate and assist individuals, families, and business owners with a wide range of financial solutions. Depending on the licenses you obtain, your responsibilities may include:
- Educating clients on life insurance and income protection strategies.
- Helping families prepare for retirement through retirement savings and investment planning (when appropriately licensed).
- Assisting clients with investment accounts and long-term wealth-building strategies (with the required securities licenses).
- Helping clients understand fiduciary-based retirement planning and investment advisory services (for those who become appropriately licensed as Investment Adviser Representatives).
- Assisting homeowners and homebuyers with mortgage financing and refinancing options (for those who obtain the required Mortgage Loan Originator license).
- Helping individuals and families develop strategies to reduce debt and improve their overall financial position.
- Educating business owners on retirement plan options, employee benefits, and business protection strategies (based on licensing and company offerings).
- Conducting financial needs analyses to help clients identify areas where they may be underinsured or underserved.
- Building long-term relationships through education, service, and ongoing support.
- Maintaining compliant with all state and federal regulations applicable to your licenses.
- Participating in weekly training, mentorship, and professional development.
Preferred Qualities
- Takes initiative
- Entrepreneurial Minded
- Eager to grow professionally
- Adaptable
- Resilient
- Lifelong learner
- Solution-oriented
- Independent Thinker
- Leadership Minded
- Positive attitude
- Willingness to learn
- Coachable/Teachable
- Strong work ethic
- Driven & Self Motivated
- Desire to help others
Skills
- Strong interpersonal and relationship-building skills.
- Excellent verbal and written communication skills.
- Professional, ethical, and client-focused approach.
- Ability to explain financial concepts clearly.
- Strong organizational and time management skills.
- Self-starter with an entrepreneurial mindset.
- Willingness to obtain required state and federal licenses if not currently licensed.
Qualifications
We're looking for individuals who are:
- 18 years of age or older
- Clean background, be able to pass State regulation fingerprinting
- Professional, coachable, and motivated to learn
- Strong communicators who enjoy helping others
- Self-disciplined and dependable
- Comfortable working independently while receiving mentorship & coaching
- Authorized to work in the United States only
Compensation
Performance-based compensation with bonuses and advancement opportunities.
Build a Meaningful Career in Financial Services
Join a team dedicated to helping individuals, families, and business owners make informed financial decisions that can have a lasting impact on their future.
Whether you're an experienced financial professional or someone ready to begin a new career, no skills, we provide training, mentorship, and opportunities for professional growth. Individuals who are not yet licensed must be willing to complete the required pre-licensing courses one time and obtain the necessary licenses before working with clients. Already licensed professionals are encouraged to apply and can explore opportunities to expand their practice with our Firm.
As your career develops, you may have the opportunity to become licensed in multiple areas of financial services, including:
- Life Insurance & Financial Protection
- Retirement Planning
- Business Retirement Planning
- Investment & Wealth Management (with appropriate securities licensing)
- Fiduciary Investment Advisory Services (with the appropriate advisory registration)
- Mortgage Lending (with the required Mortgage Loan Originator license)
- Business Financial Solutions
- Auto Insurance (Licenses not required)
- College Savings Strategies
- Debt Reduction Strategies
- Estate Planning Education in collaboration with attorneys and tax professionals
Hiring Timeline
- Applications reviewed within 24–72 hours
- Selected applicants contacted to schedule an interview
- Qualified candidates may begin the licensing and onboarding process immediately
- Applicants who are already licensed may be eligible to begin onboarding sooner
- We are actively hiring and looking to fill positions over the next 30 days
If you're looking for a career that combines professional development, meaningful client relationships, flexibility, and long-term growth, we'd love to learn more about you.
Take the next step and apply today, we're looking for motivated individuals who are ready to build a rewarding career while making a positive difference in the lives of others.
Benefits:
- Paid training
- Parental leave
- Professional development assistance
Pay: $56,888.18 - $120,000.00 per year
Benefits:
- Flexible schedule
- Opportunities for advancement
- Paid training
- Professional development assistance
Work Location: Hybrid remote in Aiea, HI 96701
