Integrity · 17 hours ago
Financial Services Consultant
Beltsville, MD
Full-time
Hybrid
New Grad, Entry Level
$2,500/mo - $3,000/moIntegrity Marketing Group is seeking motivated individuals to join their team as Financial Sales Consultants. This role focuses on teaching financial concepts and helping clients achieve their financial goals through customized strategies and exceptional service.
AdvertisingDigital MarketingInsuranceMarketing
Responsibilities
Engage with the local community to teach simple and practical financial concepts
Conduct client needs assessments to understand their financial status and long-term goals
Customize financial policies and strategies based on client priorities, including:
Legacy building
Cash value accumulation
Wealth protection
Retirement preparation
Stay up‑to‑date on financial regulations, tax laws, and compliance standards
Build strong, long-term client relationships through education, follow-up, and exceptional service
Clearly explain financial concepts such as budgeting, asset allocation, insurance strategies, and retirement planning in an easy-to-understand manner
Collaborate with team members and strategic partners to provide clients with a holistic financial experience
Qualification
Required
Motivated and coachable individuals
Ability to connect with others
Ability to teach simple financial concepts
Ability to help clients create meaningful financial futures
Engage with the local community to teach simple and practical financial concepts
Conduct client needs assessments to understand their financial status and long-term goals
Customize financial policies and strategies based on client priorities
Stay up-to-date on financial regulations, tax laws, and compliance standards
Build strong, long-term client relationships through education, follow-up, and exceptional service
Clearly explain financial concepts such as budgeting, asset allocation, insurance strategies, and retirement planning in an easy-to-understand manner
Collaborate with team members and strategic partners to provide clients with a holistic financial experience
Preferred
Experience in financial services, sales, consulting, or customer-facing work
Strong communication and interpersonal skills, with a client-first mindset
Familiarity with CRM systems and financial software
Solid analytical and math skills
Background in public or corporate accounting is a plus
Benefits
Flexible schedule
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
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Leadership Team
Linda Zukauckas
Chief Financial Officer
Said Taiym
Chief Operating Officer
Recent News
Company data provided by crunchbase