Drake Financial Group · 23 hours ago
Financial Planning Sales
Grand Rapids, MI
Full-time
Onsite
New Grad, Entry Level
$32K/yr - $103K/yrDrake Financial Group is focused on empowering team members to achieve financial freedom while helping clients. They are seeking driven individuals for a sales career that offers flexibility, ownership, and support in building a financial legacy.
Financial Services
Responsibilities
Generating leads and referrals organically through your network and community
Meeting with prospective clients and conducting comprehensive financial evaluations
Developing customized plans for retirement, savings, investments, and insurance
Maintaining strong client relationships and growing your network through exceptional service and results
Qualification
Required
excited by the challenge and freedom of a career in sales
motivated by having more control over their schedule and their income
focused on making a positive, long-lasting impact in the lives of their clients through the service they're providing
Proven self-starters from backgrounds like small-business ownership, direct sales, or professional services
Driven professionals who prefer uncapped earnings in the here-and-now, and long-term renewal income based on their performance and the size of their book of business
Individuals with the discipline, confidence, and desire to be their own boss while also having the support and camaraderie of an experienced, tight-knit team
Benefits
True Ownership of What You're Building: Your book of business and lifetime renewal income belong entirely to you.
Licensing Support: We cover up-front licensing fees for unlicensed candidates, eliminating upfront costs and barriers.
Ongoing Training and Mentorship: Learn from industry veterans who have successfully transitioned from employee to independent professionals, with weekly accountability and skill-building meetings.
Flexible Work-Life Balance: You set your own hours, decide your own strategies, and operate with complete professional autonomy.
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