Entry Level Financial Representative

Start Building Something That’s Yours.

Whether you’re not yet licensed, newly licensed, or changing careers — we’ll help you launch, get trained from scratch, and build something real with the right tools and mentorship.

About the Role

In your role as a Financial Representative, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.

As a Financial Representative, you will receive the training, mentorship, and support needed to build a successful long-term career.

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.

Compensation & Benefits

• Performance-based bonuses and commissions
• Comprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and Pension
• Company-sponsored destination trips and travel incentives
• In-person work - office located in South Hadley, MA
• Other office locations: Nashua, NH and Braintree, MA
• Sponsorship for licenses and ongoing professional development
• One-on-one coaching, mentorship, and leadership development opportunities

Responsibilities

As a Financial Representative, you will:

• Attend virtual or in-person trainings to enhance financial expertise.
• Collaborate with coaches and other team members on client cases.
• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow your client base.
• Ensure compliance with financial industry standards and licensing requirements.

Qualifications

Successful Financial Representative candidates are:

• Driven
• Coachable
• Competitive
• Resilient
• Strong Work Ethic
• Track Record of Leadership and Success
• People Orientated

Please note: Must be a U.S. Citizen or Permanent Resident/Green Card holder to qualify.

Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial Representative opportunity.

We are committed to your success and will provide all of the following to help you develop as a Financial Representative:

• One-on-one strategic coaching
• Mentorship, peer group learning environment
• Virtual and in-person training
• Remote access to top resources and experts in the industry
• Marketing systems and capital
• Leadership advancement track
• Sponsorship for licenses and ongoing professional training

If you're ready to start your career in Financial Services, apply today.