Finance & sales representative job description

We are NPC Financial. We’re South Florida’s longest-established financial planning and investment management firm serving Miami, Hollywood, West Palm Beach, and all surrounding areas since 1951. Our vision is to

be the primary resource that businesses and families can turn to for objective financial advice to help build, manage and protect their assets through all life's transitions.

Our advisory team’s mission is to protect and grow our client's financial wealth using unique strategies for long-term success and we couldn’t do this without hiring the best people. We’re a group of hard-working overachievers who are deeply focused on building the future of finance.

There are a few things we look for across all new associates. First, we look for candidates who will thrive in a culture like ours, where we default to trust, embrace feedback, and consistently want to grow. Second, we expect all our advisors to commit to our mission-focused approach to our work. Finally, we seek people who are excited to learn about and embrace their careers, because those are the people who enjoy the dynamics of building their businesses.
Ready to join us?
Here’s who we are looking for:
-You’ve got positive energy.
-You’re never tired of learning.
-You appreciate direct communication.
-You’re open to candid feedback and see every setback as an opportunity to grow.
-You can pivot to adopt new strategies.
-You’re not looking for a boring job, but a dynamic business career.
-You have a “can-do” attitude and are empowered by taking 100% responsibility for achieving our mission.
-You have an entrepreneurial spirit.
-You want to be part of a winning team.
We’re stronger together.
Requirements:
-US Citizenship or permanent residen
-Bachelor’s degree in finance or related field
Preferred Skills and Qualifications
-Bachelor’s degree in finance or related field
-Current certificate of qualifications, 215 Life, health, and annuity, may also include CFP, CFA, FINRA Series 7, 63, 66 Securities Registration
-1-2 years of financial or accounting experience
-Knowledge of securities, insurance, and mutual fund industries
-Personal integrity; ability to keep client and company confidence
-Proficient in Microsoft Office and PowerPoint
-Experience with financial planning software

Your journey from Insurance Sales to Financial Representative will begin by providing a comprehensive set of life, health, and annuity insurance products to your clients as licensed Insurance Sales Agent. As your product knowledge increases and you demonstrate success in this role, you will have the opportunity transition from an Insurance Agent to a registered Financial Representative.

As a Financial Representative, you'll work independently in a highly collaborative environment, while forming meaningful relationships with clients and providing them with personalized solutions to their investment goals and on-going support. Here at Bankers Life we offer mentorship and support to teach you the skills and processes to help you grow from insurance sales to becoming a successful Financial Representative.
On a Daily Basis you will:

+ Establish and maintain strong client relationships

+ Provide education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

+ Consult with new and existing clients to identify their retirement goals and objectives to provide investment solutions to help them achieve those goals and objectives

How you will be compensated:

+ We offer a comprehensive financial compensation package based on your success in providing the optimal financial solutions for your clients.

+ The median annual wage for a Financial Representative in the industry is $90,530

+ This is not a salaried position but provides unrestricted earnings potential that includes commissions, bonuses, and incentive travel

How Bankers Life will provide support:

+ + A career path with multiple management levels

+ Ongoing business development training, mentorship, and networking opportunities

What makes a great Financial Representative?

+ Highly ethical and customer service-focused to build trust with clients

+ Self-motivated and enjoy working with others

+ Strong interpersonal and communication skills

+ Desire to achieve success both for yourself and others

Regardless of your background or experience level, we will provide you the skills and knowledge necessary for success through our award-winning training, and guidance of your mentors. There is no better time or place to start a new career with than right now with Bankers Life.

What we bring to the table is a career opportunity with residual income that has no cap on earning potential AND company culture like no other! Come join the top team in the nation with the best people in the industry! This is THE opportunity for the experienced sales professionals or people looking to make the transition into sales for the first time.

We offer industry-best compensation, ongoing monthly and quarterly residual income plus weekly paid commission, and a culture of service and purpose! We are looking for individuals who have excellent work ethic and what to change their life for the better! Coachable individuals with an entrepreneurial spirit are people that THRIVE in this long-term career! Winners WIN!
About Us-

We are the largest financial services marketing organization in the US. Our line of insurance products is unmatched, and we are known for improving the lives of our clients every day.

Ideal Candidate-

If you have the drive and vision to create a future for yourself that is:

Bountiful Financially and Personally
Having a Leadership Team who truly values you, listens, and cares about your success in and out of the office
Being involved in a workplace where going to work each day is exciting and interesting
Qualities-

Confident/High Self Esteem
Go-Getter/Self Motivated
Personable/People-Person
Coachable/Positive Attitude
Basic Computer Skills
Sales Experience(Not Required, but Preferred)
Job Responsibilities-

Working directly with clients who are:

Actively looking for Life Insurance coverage options
Comparing plan options
Performing cost analysis
Answering Client questions
Completing Applications
Prospecting for New Business (Don’t worry we will train extensively on how to do it)

This is a Commission Based position. If you are looking to do sales for the first time, we WELCOME you! Typically people with these experiences do well with us-

Bartenders
Logistic Sales
Medical/Healthcare Sales
Customer Service
Personal Trainers
Marketing Sales
College Athletes
Medical Billing
Auto Sales
We look forward to helping you achieve your financial and career goals. Apply today if your ready to change you life!