Opes One · 5 hours ago
Financial Representative Texas/Oklahoma
DFW Metroplex
Full-time
Hybrid
Entry Level
$60K/yr - $300K/yr
2+ years expOpes One is a Fortune 250 company seeking talented individuals to manage their own financial services practice. The role involves providing financial recommendations, building client relationships, and participating in ongoing training to enhance professional growth.
Financial ServicesProfessional ServicesWealth Management
Responsibilities
Provide sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take action and implement recommendations
Act as an advocate for your clients; commitment to enhance, enrich and serve client base
Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships
Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets
Learn necessary selling skills practices
Qualification
Required
Provide sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take action and implement recommendations
Act as an advocate for your clients; commitment to enhance, enrich and serve client base
Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships
Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets
Learn necessary selling skills practices
Support: We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team
Training: Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders
Stability: You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart
Open-Mindedness: We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs
Unlimited earning potential
Signing Bonus/Training Allowance upon eligibility
Flexible hours
Fun culture
Open to Career Changers: Entrepreneurial values, Building client relations and client acquisition, Goal oriented/ambitious, Sales background
Preferred
Bachelor's
Life Insurance Sales: 2 years
Benefits
401(k)
Pension
Medical
Dental
Vision
Life
Disability
Unlimited earning potential
Signing Bonus/Training Allowance upon eligibility
Flexible hours
Fun culture
Company
Opes One
Opes One is a financial service firm that helps people grow wealth and preserve wealth.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John McGurran
CEO / General Agent
Company data provided by crunchbase