Financial Services Representative
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Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$60,000-$120,000/year
Benefits
Disability Insurance
Life Insurance
Career Development
Job Description
About Strategic People AdvisorsStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a specialized recruitment partner. We identify and advocate for talented professionals looking to make a meaningful career pivot into high-growth industries.We are representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals transitioning from non-financial fields. If you have hit a growth ceiling in fields like education, corporate sales, real estate, athletics, or management, this structured associate program is built for your success.Position OverviewOur client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach you macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.Key Responsibilities
- Participate in a structured, multi-phase licensing and financial planning training program.
- Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
- Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
- Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.
- No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
- A natural ability to build trust, paired with deep professional empathy.
- Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
- Must pass a standard industry background check and licensing exam (sponsorship provided).
- Bachelor's degree preferred, or equivalent track record of professional success.
- Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
- Start-up financing programs combined with competitive commissions and residual income streams.
- $60,000.00 - $120,000.00 per year. This role features a performance-based compensation structure with uncapped earning potential. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.
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FAQs About Financial Services Representative Jobs at Strategic People Advisors
What is the work location for this position at Strategic People Advisors?
This job at Strategic People Advisors is located in Bridgewater, NJ, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Strategic People Advisors?
Candidates can expect a pay range of $60,000 and $120,000 per year.
What employment applies to this position at Strategic People Advisors?
Strategic People Advisors lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at Strategic People Advisors?
Strategic People Advisors is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Strategic People Advisors for this role?
Strategic People Advisors offers following benefits: Disability Insurance, Life Insurance, and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Strategic People Advisors?
You can apply for this role at Strategic People Advisors either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.