Financial Services Professional jobs in United States
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Finera Financial · 16 hours ago

Financial Services Professional

Finera Financial is expanding nationally and is looking for motivated individuals to join their team as licensed financial professionals. In this role, you will work directly with clients to help them protect their income, build wealth, and plan for their future, with comprehensive training and mentorship provided.

Financial Services
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Responsibilities

Work directly with clients to help them protect their income, build wealth, and plan for their future
Retirement Planning (401k/IRA rollovers)
Indexed Strategies
Life Insurance & Annuities
Child Head-Start Planning
Business Owner Solutions
Estate Planning
Long-Term Care

Qualification

Life & Health insurance licenseFinancial PlanningSales & MarketingCustomer ServicePublic SpeakingCoaching BackgroundsLeadership & ManagementReal Estate & Mortgage Lenders

Required

Must be 18 or older
Must reside in the U.S., Puerto Rico, or Canada
Must have or be willing to obtain a Life & Health insurance license (we have discounted prices on the license and will help you obtain it)
Must pass a background check (no felonies)
Must have or be eligible for a valid U.S. Social Security Number

Preferred

Financial Professionals
Insurance Agents
Customer Service
Sales & Marketing
Public Speaking
Coaching Backgrounds
Leadership & Management
Real Estate & Mortgage Lenders
Other Industry Professionals

Benefits

Flexible Schedule
Upside Earning Potential
Commission-Based
One-on-one mentorship with a designated Field Trainer
Ongoing training to help you launch and scale your business

Company

Finera Financial

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Finera is a full-fledged financial services provider delivering retirement and insurance solutions tailored to the unique needs of every family.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase