Financial Representative - Entry Level
$63,000–$84,000 year
Remote · Denver, Colorado, United States or Lafayette, Colorado, United States
Denver, Colorado, United States or Lafayette, Colorado, United StatesRemoteFull Time$63,000–$84,000 yearEntry LevelNo RequirementEnterprise
Type
Full Time
Level
Entry Level
Education
No Requirement
Company size
Enterprise
Job Summary
This entry-level position as a Financial Representative focuses on engaging with clients to understand their comprehensive financial needs. Candidates will provide personalized guidance, helping clients achieve financial protection and planning goals while fostering an inclusive environment.
Required Qualifications
- Excellent interpersonal and communication abilities
- Strong analytical skills
- Capability to build lasting client relationships
- Ability to obtain state insurance licenses
Additional Requirements
- Financial Representatives are prohibited from using the title “Advisor” until licensures are obtained and specified courses are completed.
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