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Integrity · 1 week ago

Financial Wealth Advisor (No prior experience required! Training provided!)

Beltsville, MD

Full-time

Hybrid

New Grad, Entry Level

$3,000/mo - $10,000/mo

0+ years exp

Integrity Marketing Group, through NextPath Wealth Solutions, is dedicated to enhancing financial literacy and security for various clients. The role involves assisting individuals in protecting their financial futures by providing tailored insurance and financial solutions while building long-term client relationships.

AdvertisingDigital MarketingInsuranceMarketing

Responsibilities

Evaluate clients’ insurance and financial protection needs, provide financial education, and recommend strategic solutions that support long-term goals

Build and maintain strong client relationships through proactive communication and service-focused support

Engage new clients using our proprietary training system, strategic networking, referrals, and community outreach

Execute marketing initiatives that support sustainable growth

Assist clients with claims, policy updates, and renewals to ensure a high level of satisfaction

Prepare and present insurance proposals

Clearly explain coverage options and guide clients toward appropriate solutions

Conduct detailed meetings to assess insurance needs and provide tailored recommendations

Maintain accurate documentation of client interactions, policies, and sales activity

Stay current on industry trends, product offerings, and regulatory updates

Maintain or obtain a valid insurance license within the required timeframe

Qualification

Insurance licenseFinancial conceptsClient relationship buildingCommunication skillsInterpersonal skills

Required

High school diploma or equivalent

Self-motivated, goal-oriented mindset

Basic math skills and an understanding of financial concepts are helpful

No prior finance or insurance experience required—training and mentorship are provided

Strong communication and interpersonal skills

Ability to build trust and long-term client relationships

Willingness to obtain an insurance license (typically completed within 1–2 weeks with provided resources)

Benefits

Flexible schedule

Professional development assistance

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees