Entry Level Financial Services Representative
Thompson Financial Group
Baltimore, MD US
Posted ago
Thompson Financial Group

Are you a proven sales professional with a love for helping people achieve their financial goals? Do you want to build a lifelong career with upside earning potential and continual growth and scalability rather than finding another job? If so, apply today for a financial services role with Thompson Financial Group. We're looking for individuals who desire to be a business owner and not just an employee. As a financial consultant, you will prospect and generate leads through networking and referrals, build long-term relationships, and provide inclusive financial solutions for clients. In this position, you'll have the opportunity to walk clients through the most important financial challenges and triumphs of their lives. That means working alongside experienced and talented advisors, making connections and building your professional network, and working in an environment designed to help you grow your practice with the support you need. We want highly personable, competitive, and intelligent individuals who take initiative in the workplace.

Compensation is performance-driven, tied to only the time and effort invested. You’ll also have access to a competitive benefits package, including medical vision and dental, life and disability insurance, and a 401(k) retirement savings plan.

$60,000 at plan commission, compensation is performance-based

Responsibilities

We believe in nurturing the success of our recruits right from the start. Within the first 6 months, you'll:

  • Get fully licensed so you can handle all aspects of wealth management (LAH, Series 6, 7, and 66)
  • Set goals and determine your path as a financial professional
  • Learn the ins and outs of prospecting and reaching out to clients
  • Define your target markets
  • Learn the fundamentals of fact-finding and gathering client information
  • Gain an understanding of MassMutual products and services
  • Develop and refine your interpersonal and soft skills
  • Learn how to leverage technology
  • Network and connect with experienced professionals
  • Cultivate and grow your book of business
  • Become well versed in holistic financial planning
  • Provide financial advice for a range of clients and business owners
  • Be coachable and be mentored by experienced financial advisors/management

Qualifications

Your Skillset:

  • You are disciplined and self-motivated
  • You are social and often participate in groups and organizations
  • You have an interest in finance and wealth management
  • You possess emotional intelligence and are well-spoken
  • You have strong interpersonal and customer services skills
  • You have the mindset of a business owner versus an employee
  • You're willing to go the extra mile for clients
  • You have presentational and organizational skills
  • You have a B.A., B.S., or relevant work experience
  • You have a Maryland Life and Health license or willing to get licensed
  • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus
  • Sales background is a strong plus

Compensation
$60,000 at plan commission
About Thompson Financial Group

Thompson Financial Group is a financial services firm and a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high-level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.

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