What are the responsibilities and job description for the Financial Services Professional position at Capital Strategies?
Do you have the Midas touch? Are you a closer? Are you a consistent producer? Are you someone who can build long-term relationships by providing guidance and financial advice to clients? It is time to for the next step in your career. We are looking for someone who can bring in clients, develop relationships, analyze financial data, implement financial plans, provide advice on investments, and insurance, and help clients achieve their goals. Become a Financial Services Professional to start achieving your own goals.
This is a career move that could take you to the next level. Build something. Do something important. Be in control of your own life. It may be your inner rainmaker calling to be released. What if it were possible to do all those things at once: to build something, to have a deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances.
If you’ve considered business ownership, then start your business with us. As a Financial Services Professional, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you:
· Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind. Follow a well-defined career path that integrates education with mentorship and teaming opportunities.
· Benefit from a culture of innovation that embraces growth and the changes that come with it. Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership.
· Have a voice where your contributions and input matter and experience the power of flexibility and the freedom to design your work and your life the way you envision.
How will you build your business? You will…
· Establish networks and cultivate referrals
· Develop and maintain long-term relationships with clients
· Provide financial solutions through fact gathering and needs analyses
· Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates.
Who do you need to be?
· A strong relationship-builder who takes a client-first approach
· A connector with people, a connector of people
· A dedicated worker: independent, self-motivated and goal-oriented
Contact us today to discuss a change to work that can have great impact on your life.
Job Type: Full-time
Pay: $70,000.00 - $80,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
- Monday to Friday
Work setting:
- Hybrid work
- In the field
- Office
Education:
- Associate (Required)
Experience:
- Sales: 3 years (Required)
License/Certification:
- Life & Health Insurance License (Preferred)
- Series 6 (Preferred)
- Series 63 (Preferred)
Work Location: Hybrid remote in McAllen, TX 78504
Salary : $70,000 - $80,000