Financial Customer Service Professional

We’re expanding our leadership team and looking for someone who is hungry to grow, coachable, and excited about building a career in finance, recruiting, and team development.

If you love helping people, thrive in a competitive environment, and want a clear path to leadership and income growth, this could be the right fit.

⭐ What You’ll Do

• Learn the fundamentals of personal finance, insurance, and investment concepts

• Support client onboarding, education, and long‑term financial strategy

• Recruit and develop new team members who want to grow in the industry

• Assist with team distributions, tracking, and organizational growth

• Work closely with experienced leaders who provide hands‑on coaching

• Build a business within a business — with mentorship every step of the way

⭐ What We’re Looking For

• Coachable and eager to learn

• Competitive with a strong internal drive

• Enjoys recruiting, connecting with people, and building teams

• Interested in personal finance, wealth building, and leadership

• Values flexibility, autonomy, and performance‑based income

• Wants to grow into leadership and potentially build their own team

⭐ What We Offer

• A proven training system with step‑by‑step mentorship

• Licensing support (Life, Investments, Advisory depending on track)

• A collaborative, family‑oriented team culture

• Clear advancement path with overrides, bonuses, and leadership income

• The ability to build a business that pays you on your production and your team’s growth

• 1099 (Commission + Bonuses + Residuals)

If you’re ready to grow, learn, and build something meaningful in the financial industry, we’d love to connect.

Apply Now

Apply Now