Drake Financial Group ยท 2 hours ago
Former Military Transitioning to Financial Service Sales
Grand Rapids, MI
Part-time
Hybrid
New Grad, Entry LevelDrake Financial Group is seeking individuals with military service experience to transition into financial services. The role involves meeting with families to provide financial strategies, following a structured training path, and building a personal book of business.
Financial Services
Responsibilities
Meet with families, listening closely and providing clear, actionable financial strategies
Follow a proven process and receive direct mentorship from senior advisors
Build a book of business for yourself that's stable, rewarding, and under your own control/at your own pace
Qualification
Required
Integrity and honor: doing the right thing even when no one's watching
Self-discipline: holding yourself accountable without direct supervision
Adapt and Overcome mindset
Reliability: mission-first mindset, ability to stay focused regardless of feelings or distractions
Attention to detail: it saves lives, AND client relationships
Respect and professionalism: treating others with dignity and consistency
Commitment to continuous improvement
Grit and perseverance: embrace the suck, and push through challenging situations
Leadership by example: lead from the front
Benefits
Clear Training Path: Hands-on mentoring, step-by-step guidance, and company-covered licensing make transitioning simple and manageable.
Stable, Flexible Structure: Set your own schedule around your personal and family priorities. Begin part-time and expand at a comfortable pace.
Meaningful Work: Continue serving others by helping families plan their financial futures, offering practical solutions to real-life challenges.
Company
Drake Financial Group
Our family has been dedicated to serving the people of West Michigan since 1985.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase