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Drake Financial Group · 23 hours ago

Financial Planning Sales with Rapid Advancement

United States

Part-time

Remote

New Grad, Entry Level

$32K/yr - $103K/yr

Drake Financial Group is seeking individuals from public service backgrounds to transition into a financial services sales career. The role involves engaging with clients to understand their financial situations and providing practical financial plans while receiving mentorship from experienced advisors.

Financial Services

Responsibilities

Engage with individuals and families to understand their unique financial situations and objectives

Provide clear, practical financial plans that help clients achieve their goals

Receive ongoing mentorship and guidance from experienced senior advisors

Gradually build your own client base, maintaining full control over your schedule and business growth

Qualification

EthicsDependabilityEmpathyPatienceCommitment to ServiceDisciplineOrganizationIntegrityCommunication SkillsProblem-solving MindsetAdaptabilityTeam Collaboration

Required

Integrity and Ethics: Consistently doing what's right and earning trust in every interaction

Dependability: Being reliable, consistent, and someone others can always count on

Empathy and Patience: Genuine understanding and concern for the needs and situations of others

Commitment to Service: Dedication to positively impacting individuals, families, and the broader community

Communication Skills: Clearly and effectively conveying important information and genuinely listening to others

Problem-solving Mindset: Ability to be creative, think on your feet, and find effective, practical solutions

Adaptability: Successfully managing changing situations and responding with clarity and calm

Team Collaboration: Understanding the value of working toward individual goals but also sharing best practices, asking questions, and giving/receiving support from team members

Discipline and Organization: Maintaining focus, being structured, and managing responsibilities effectively