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Financial Services Representative

Strategic People Advisors

Bloomfield, NJ

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Cash Flow, Computer Security, Corporate Sales, Customer Acquisition, Customer/Client Research, Entrepreneurship, Establish Priorities, Finance, Finance Software, Financial Modeling, Financial Planning, Financial Services, Industry Standards, Licensing, Mentoring, Operations Management, Real Estate, Retirement Planning, Sales, Sports Management, Startup, Training Program Development, Training/Teaching, Training/Teaching Curriculum
LOCATION
Bloomfield, NJ
POSTED
Today
About Strategic People Advisors
Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a specialized recruitment partner. We identify and advocate for talented professionals looking to make a meaningful career pivot into high-growth industries.

We are representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals transitioning from non-financial fields. If you have hit a growth ceiling in fields like education, corporate sales, real estate, athletics, or management, this structured associate program is built for your success.
Position Overview
Our client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach you macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.
Key Responsibilities
  • Participate in a structured, multi-phase licensing and financial planning training program.
  • Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
  • Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
  • Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.
Requirements
  • No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
  • A natural ability to build trust, paired with deep professional empathy.
  • Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
  • Must pass a standard industry background check and licensing exam (sponsorship provided).
  • Bachelor's degree preferred, or equivalent track record of professional success.
Compensation & Professional Development
  • Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
  • Start-up financing programs combined with competitive commissions and residual income streams.
  • $60,000.00 - $120,000.00 per year. This role features a performance-based compensation structure with uncapped earning potential. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.
Discover how we support professionals through career transitions at https://www.strategicpeopleadvisors.com/.
 

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