Insurance and Financial Advisor

Texas National Financial Group is seeking passionate, driven, and dedicated professionals to join our team of Insurance Agents and Financial Advisors. As a Financial Services Representative, you will play a pivotal role in helping individuals, families, and businesses achieve financial security and confidence. You will offer tailored solutions that pursue clients’ insurance and financial planning needs, leveraging a wide range of products, including life insurance, annuities, retirement planning, and wealth management services.

If you're motivated by a purpose-driven career, enjoy helping others, and want to be part of an organization that values integrity, service, and growth, this is the perfect opportunity for you.

Key Responsibilities:

• Client Consultation: Meet with clients to understand their financial goals and concerns, and offer customized solutions to help them achieve long-term financial security.

• Financial Product Guidance: Educate clients on a variety of financial products, including life insurance, annuities, retirement planning solutions, and investment options.

• Relationship Management: Build and maintain strong, long-lasting relationships with clients by providing ongoing service, advice, and support.

• Sales & Business Development: Actively prospect and develop new clients by networking, attending events, and leveraging referrals.

• Financial Strategies: Create personalized financial plans, considering clients' risk tolerance, tax situations, retirement goals, and estate planning strategy needs.

• Ethical and Professional Conduct: Adhere to all compliance and regulatory requirements, while ensuring integrity and honesty in all client interactions.

• Continuing Education: Stay updated on the latest financial services trends, products, and regulations through continuous learning and professional development.

• Collaborative Teamwork: Work closely with colleagues and mentors within National Life Group to share knowledge and grow professionally.

Qualifications:

• Education: Bachelor’s degree in finance, business, economics, or a related field preferred, but not required.

• Licensing: Must either possess or be willing to obtain the necessary financial services licenses (e.g., Life and Health Insurance, Series 65, Series 6, and Series 63).

• Experience: Prior experience in financial services, sales, or a customer-facing role is highly desirable.

• Skills: Strong interpersonal and communication skills; ability to explain complex financial concepts in a way clients can understand.

• Traits: Self-motivated, entrepreneurial, results-driven, and a passion for helping others.

• Technological Proficiency: Familiarity with financial planning tools and customer relationship management (CRM) software.

Benefits:

• Unlimited Earning Potential: * Commission-based income structure with no caps on earnings.

• Training and Mentorship: Comprehensive training and development program with access to seasoned professionals for mentorship.

• Flexible Schedule: Ability to set your own schedule and work independently.

• Growth Opportunities: Potential to build and manage your own book of business and achieve leadership roles within the organization.

• Community Impact: The opportunity to make a meaningful difference in the lives of your clients and their families.

• Health Insurance

• 401(k)

• Tuition Reimbursement

Job Type: Full-time

Location: Reside in the United States

Benefits:

• 401(k)

• Dental insurance

• Flexible schedule

• Health insurance

• Paid time off

• Tuition reimbursement

• Vision insurance