Financial Associate

Job Description

Job Description

We are looking for  motivated people,  both new to the professional workforce and career changers with a track record of success, to join our growing team.

In your role as a Financial Associate, we will help you build your own career in delivering financial advice and guidance to individuals, families, and businesses .  Your goal will be to help clients achieve their financial goals  through our process and provide solutions in insurance, asset accumulation, and retirement planning.

We will provide you with the tools and teach you the skill sets you need  to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.

Responsibilities :

• Attend virtual and in-person training to enhance financial expertise.
• Collaborate with coaches and other team members on client cases.
• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow the client base.
• Ensure compliance with financial industry standards and licensing requirements.
Qualifications :
• Driven
• Coachable
• Competitive
• Resilient
• Strong Work Ethic
• Track Record of Leadership and Success
• People Orientated

Background in Finance or Financial Services is NOT REQUIRED.

We are committed to your success and will provide all of the following to help you develop :

One-on-one strategic coaching

Mentorship, peer group learning environment

Virtual and in-person training

Remote access to top resources and experts in the industry

Marketing systems and capital

Leadership advancement track

Sponsorship for licenses and ongoing professional training

Additional Benefits :

Flexible schedule

Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)

Bonuses & Commissions

Company-Sponsored Destination Trips Worldwide

We offer a  hybrid  work model. Candidates should expect to attend live in-person team meetings and training during the work week.

Compensation : $60,000 per year

Responsibilities :

Attend virtual and in-person training to enhance financial expertise.

Offer solutions in insurance, asset accumulation, and retirement planning.

Develop client relationships and provide tailored financial strategies.

Utilize marketing tools and resources to grow your client base.

Ensure compliance with financial industry standards and licensing requirements.

Qualifications :

Driven

Self-motivated, coachable, and driven to succeed.

Excellent communication and relationship-building abilities.

Must be authorized to work in the US.

About Company

Rise North Capital is a proud partner of National Life Group :

Our mission is clear : To Do Good in our communities and for the families we serve.

For over 175 years , we have been committed to keeping our promises and providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.