EntryLevel Financial Services Representative
Stone Press FG - National Life Group, Lexington, SC, United States
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long‑term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Incentives and Benefits
Enhanced Commissions
Subsidy Allowance (available for up to the first year)
Life Licensing & Annuity Certificate reimbursement after validation
Securities Licensing reimbursement up to $5,000 per year (upon proof of passing test and receipt submission)
Residual Renewal Income
Local Experiences and International Top Producer Trips
Quarterly Bonuses
Retirement Plan with Company Contribution
FICA (Social Security & Medicare) Contributions
Healthcare Company Contributions
Training & Development
Structured Training & Development Program
1:1 Coaching, Support, & Ongoing Professional Development
Occasional in‑office presence is required so candidates must live in South Carolina (or be planning to relocate) to be considered. We do not offer visa sponsorship.
Responsibilities
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Customize financial plans for each client based on potential life changes and changing financial needs
Qualifications
Bachelor’s Degree a must, sales experience and/or financial internships a plus
A business mindset: motivated by the chance to help prospective clients while focusing on personal growth
Personable and caring, with a natural ability to connect and communicate with others
Enthusiastic, high energy, and positive attitude
Self‑starter with a strong sense of ownership, learning agility, and ability to work autonomously
Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
Excellent communication and interpersonal skills
Quick learner who is comfortable in a fast‑paced, dynamic environment
Compensation
$80,000+ at plan earnings per year.
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Incentives and Benefits
Enhanced Commissions
Subsidy Allowance (available for up to the first year)
Life Licensing & Annuity Certificate reimbursement after validation
Securities Licensing reimbursement up to $5,000 per year (upon proof of passing test and receipt submission)
Residual Renewal Income
Local Experiences and International Top Producer Trips
Quarterly Bonuses
Retirement Plan with Company Contribution
FICA (Social Security & Medicare) Contributions
Healthcare Company Contributions
Training & Development
Structured Training & Development Program
1:1 Coaching, Support, & Ongoing Professional Development
Occasional in‑office presence is required so candidates must live in South Carolina (or be planning to relocate) to be considered. We do not offer visa sponsorship.
Responsibilities
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Customize financial plans for each client based on potential life changes and changing financial needs
Qualifications
Bachelor’s Degree a must, sales experience and/or financial internships a plus
A business mindset: motivated by the chance to help prospective clients while focusing on personal growth
Personable and caring, with a natural ability to connect and communicate with others
Enthusiastic, high energy, and positive attitude
Self‑starter with a strong sense of ownership, learning agility, and ability to work autonomously
Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
Excellent communication and interpersonal skills
Quick learner who is comfortable in a fast‑paced, dynamic environment
Compensation
$80,000+ at plan earnings per year.
#J-18808-Ljbffr