Recruiting

To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices.

Four key personality traits are commonly seen in most Top Financial Representatives:

• Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.
• Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.
• Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.
• Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required to success and reach a mastery level as a planner.

• Provide sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take action and implement recommendations.
• Act as an advocate for your clients; commitment to enhance, enrich and serve client base.
• Implementing cutting edge financial strategies to grow and develop long lasting, value based client relationships.
• Professional Growth: Commitment to engage long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions.
• Learn necessary selling skills practices.

• Education: Bachelor Degree
• Entrepreneurial minded with a strong work ethic
• Desire to help others manage and achieve financial security
• Highest level of integrity and ethics
• Above average communication skills
• Strong interpersonal and relationship building skills with a focus in identifying opportunities and developing strategies
• Basic computer skills
• Affinity for education and professional growth
• Willingness to obtain recognized industry professional designations as a commitment to excellence
• Have or will obtain a Series 6 or 7, and 63 as well as State Life and Health Licenses