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Private Profile

Financial Services Representative

Private Profile
Birmingham, Alabama, United States

Date Posted: 07/25/2013
Categories: Consulting Services - Financial Services/Insurance - Sales
Job Type: Full-Time

Job Description:

Job Description: 


Company:  20 Employees/ Established 1974

Industry: Financial Services/ Wealth Management

Growth: Grown Revenue Ten Fold Since 2007

Geographical Footprint: Southeast



We are currently looking for two Financial Services/ Wealth Management Sales Agents. Sales Agents will have the opportunity to help people change the way they think about money through biblical principles. They will have access to a full array of financial products; the core of which is learning to finance through clients becoming their own banker. 

This opportunity includes six months of training with a mentor assigned to help you grow and understand the business. Sales Agents will have access to resources to attain financial services licensing within the state. Sales Agents will be able to work with a back office support team while having uncapped commission opportunities. It’s being in business for yourself but not by yourself. Year one would be in Birmingham, AL- after year one a Sales Agent may relocate to any market in the United States. 


Role as Financial Representative

  • Goal would be to create your own book of sale through building and leveraging relationships within the community while helping them reach their financial objectives.
  • 5 in person sales meetings per week expected
  • On-going prospecting and lead generation
  • Educate potential clients on wealth management/ stewardship principles in a one on one setting
  • Goal is to LISTEN to clients and discover what is most important to them in order to help them reach their goals 
  • Ability to work independently and yet leverage the power of a team


Culture of the Company: 

  • Family Oriented
  • Open Sharing desiring all to Succeed
  • TEAM! 


Financial Opportunity: 

  • Year 1: $50,000-$70,000
  • Year 2: $60,000-$90,000
  • Year 3-5: Continued Growth Dependent Upon Performance
  • Once two policies/ accounts have been closed, benefits including 401k company match, and company contribution toward Medicare, Dental, Medical Plan and Life Insurance are available. 


Start Date: 

  • ASAP


Preferred Qualifications: 

  • BA or BS degree from a four-year institution; desires financial success; strong interpersonal skills; self-motivated; history of personal success. 


Core Competencies/ Experience Needed: 

  • Initiative and Drive
  • Character
  • Ability to Communicate effectively in a one on one setting
  • Ability to learn and a desire for continual self improvement
  • Heart to serve others and help them reach their goals in wealth management/ financial stewardship
  • Desire to network and build relationships within the community while offering a phenomenal service!
Recruiting Company: FireSeeds LLC/
Please include resume, coverletter and position being applied for