Drake Financial Group · 11 hours ago
Former Military for Financial Service Sales
Grand Rapids, MI
Part-time
Onsite
New Grad, Entry Level
$62K/yr - $103K/yrDrake Financial Group is seeking individuals with military service experience to transition into a career in financial services. The role involves meeting with families to provide financial strategies, with a focus on mentorship and building a personal book of business.
Financial Services
Responsibilities
Meet with families, listening closely and providing clear, actionable financial strategies
Follow a proven process and receive direct mentorship from senior advisors
Build a book of business for yourself that's stable, rewarding, and under your own control/at your own pace
Qualification
Required
Integrity and honor: doing the right thing even when no one's watching
Self-discipline: holding yourself accountable without direct supervision
Adapt and Overcome mindset
Reliability: mission-first mindset, ability to stay focused regardless of feelings or distractions
Attention to detail: it saves lives, AND client relationships
Respect and professionalism: treating others with dignity and consistency
Commitment to continuous improvement
Grit and perseverance: embrace the suck, and push through challenging situations
Leadership by example: lead from the front
Benefits
Clear Training Path: Hands-on mentoring, step-by-step guidance, and company-covered licensing make transitioning simple and manageable.
Stable, Flexible Structure: Set your own schedule around your personal and family priorities. Begin part-time and expand at a comfortable pace.
Meaningful Work: Continue serving others by helping families plan their financial futures, offering practical solutions to real-life challenges.
Company
Drake Financial Group
Our family has been dedicated to serving the people of West Michigan since 1985.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase