Financial Services Representative

Fayetteville, AR

Full Time

Entry Level

Financial Services Representative

Position Overview

No background in finance is required. A fully structured, classroom-to-field training curriculum is provided to teach 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 advanced financial modeling software.
Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Requirements

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.

Professional Development

Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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Are you willing to study for and obtain your state Life & Health Insurance License and FINRA registrations?*

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How many years of professional, post-education work experience do you have?*

This role features a performance-driven business model designed to reward high performers with uncapped income. Which statement best describes your comfort level?*

Financial Advisors build their practices through proactive relationship building, community networking, and asking for client referrals. Which statement best describes you?*

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