A VALID LIFE/HEALTH INSURANCE LICENSE REQUIRED TO APPLY FOR THIS POSITION
OVERVIEW
- One Team Financial Group, LLC is seeking a licensed financial representative who is looking to grow and expand their business. We understand the unique challenges that advisors face, and we are here to help you take your practice to the next level.
- We are a boutique firm with an open architecture, which allows you as the advisor to act in your clients best interest. We offer support for you and your clients in transitioning to our firm.
- We have been serving clients in the Tampa Bay Area for over 25 years
- We are a growing network of advisors who connect consumers and businesses in their communities with financial services and products to help protect the futures they build for themselves and their families.
- Our vision, resources, fundamental belief in training and the importance of experienced finance professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced Financial Advisor.
- We are a long-term financial services firm who emphasize guidance, technology and performance to deliver customized finance and investment planning strategies to consumers.
- We stress teamwork and have a passion for winning.
- We have a veteran management team consisting of multiple MDRT advisors with a combined 85 years of experience in the industry.
- JOB DESCRIPTION
- Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives.
- Provide financial planning information/education to clients about the purpose and details of financial products, services and strategies.
- Build and maintain client base, keep client financial and investment plans up-to-date and acquire new clients on an ongoing basis.
- Provide knowledgeable, objective finance & financial planning guidance and customized financial strategies to consumer segments that demand high quality services.
Licensed Financial Representative - BENEFITS
You can’t attract quality people with a second-best compensation package. As a non-captive agent with the companies of OneAmerica Financial, you will get the full suite of benefits, including Health and Dental insurance, along with a 401k with a 6% Dollar for Dollar match. As a One Team Financial Group, LLC Advisor, you’ll be part of a recognized, respected company that offers one of the best compensation packages in the industry ;
- Full in-house administrative, sales and marketing support
- Private office space available
- High earning potential with generous & extensive performance-based compensation models
- Production and renewal bonus
- Transitioning advisor bonus
- Non-Captive Open Architecture to let you serve your clients best
- W2 Compensation on Insurance and Securities Business
- Competitive Securities Payout Grid
- Income Stabilization Model
- Optimal work/life balance
- Excellent comprehensive benefits package
- Training, support and hands-on management
- Advancement/management opportunities
- Extensive digital and social media marketing resources
- Reward and recognition trips
Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are looking for a botique firm to support you and your clients, then this can be the place for you.
Licensed Financial Representative - REQUIREMENTS
- 2-15 Life/Health/Annuity License (Required)
- Securities Licenses - 6/7/65 (Preferred)
- Completion of a four-year bachelors college degree would be beneficial
- An understanding and utliziation of social media platforms
- Desire for optimal work/life balance career
- Remote & work from home options - Approximately 25% of role can be performed remote. However, must be able to come into office location when required.
- Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships.
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial and investment futures.
- Passion for winning and desire an opportunity for high income potential.
- Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.
- TRAINING PROGRAM ... SUPPORT TO HELP YOU SUCCEED
- The amount of support we provide for our Licensed Financial Representative is unparalleled in the finance and financial planning industry.
- We believe in the Financial Advsiors that we hire and will work with them constantly to put them on the path to building a personally, professionally and monetarily rewarding career in the finance and financial planning industry.
- As a One Team Financial Group, LLC team member you’ll have the operational flexibility while being backed by the vast resources and marketing experience of our financial services organization and our partners.
- Advisors participate in national and local development programs and joint work opportunities that provide comprehensive knowledge, planning and skill training.
- We very much encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry including Certified Financial Planner (CFP®), Chartered Financial Consultant and Chartered Life Underwriter.
- Education reimbursement available for approved courses
- At One Team Financial Group, LLC we consider extensive, lifelong training to be one of our key competitive advantages. We’re committed to acquiring and leveraging every bit of intelligence available to grow the company. At our firm , we develop teaming and mentoring opportunities so new Financial Advisors have the advantage of learning from those advsiors who have already built successful practices in the finance & financial planning industry.
- Wealth Building Cornerstones, LEAP integration, and infinite banking principals
One Team Financial Group, LLC – Company Overview
One Team Financial Group. LLC is an Independent Financial Services Firm with extensive industry experience coupled with a futuristic point of view. We are also a retail general agency of OneAmerica Financial. Our firm provides unparalleled guidance and service to those clients that want to grow, protect and enhance their legacies.
One Team Fiancial Group, LLC guides our clients with foresight and cutting-edge planning techniques and services to enhance one of the most important relationships in our clients’ lives. Our mission statement ; " Protecting Families and businesses now and forever ."
Please visit our website below …
www.OneTeamfinancialgroup.com
Seek a greater challenge and be life confident.
Gregory L. Kempton, President
Stephen Alessi, Associate General Agent
Consra Rosales, Sales and Marketing Director
Russell Jacobs, Sales and Marketing Director
One Team Financial Group, LLC 3030 N Rocky Point Dr, Suite 160, Tampa, FL, 33607
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. One Team Financial Group, LLC is not an affiliate of OneAmerica Securities, Inc. and is not a Broker/Dealer or Registered Investment Advisor.
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation Package:
Experience:
- Financial Representative: 1 year (Preferred)
License/Certification:
- Securities License (6/7/65) (Preferred)
- 2-15 Life/Health/Annuity License (Required)
Work Location: In person
