Note: The job is a remote job and is open to candidates in USA. Spectrum Financial Group is seeking motivated individuals for the role of Financial Services Professional. In this position, you will help clients improve their financial well-being while building your own book of business, with structured support and training provided.
Responsibilities
- Meet with prospective clients (provided leads + self-generated opportunities)
- Conduct financial needs assessments and identify appropriate solutions
- Educate clients on financial strategies (retirement, protection, savings, etc.)
- Build and maintain long-term client relationships
- Participate in training, coaching, and team development activities
- Track daily activity and progress toward personal goals
Skills
- Early-career professionals or career changers
- Individuals without a large natural market or network
- Highly motivated, coachable, and goal-oriented individuals
- Strong communicators who enjoy helping others
- Self-starters who thrive in a flexible, performance-based environment
Benefits
- Hybrid in Dallas, TX
- Remote
- Activity-Based Stipend
- Performance Bonuses
- Long-Term Income Potential
- Up to 80 qualified leads per day
- Marketing support to help you build your client base
- Structured training and mentorship
- A Managing Associate/Team Lead will help you close deals
- Clear path to growth
- Structured training and mentorship help you develop into a top-performing advisor
- Comprehensive onboarding program (no prior experience required)
- Ongoing 1 on 1 Coaching and Mentorship from experienced professionals
- Access to proven scripts, systems, and marketing tools
- Licensing support (where applicable)
- Weekly coaching and development sessions
- We help you earn the required licensing (Life, SIE, Series 7 and Series 66)
Company Overview