Financial Representative
Worthington Financial Partners
About the role
About Worthington Financial Partners
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, 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.
Description
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
Responsibilities
- Follow a leadership advancement track with career growth opportunities.
- Participate in structured coaching and mentorship programs.
- Attend hybrid meetings, including in-person team collaboration, as required.
- Offer solutions in insurance, asset accumulation, and retirement planning.
- Work with clients to assess financial needs and develop personalized strategies.
Qualifications
- Experience in sales, customer-facing roles, or financial services is highly recommended
- Certifications/Licenses are preferred
- Demonstrated leadership or a proven track record of success.
- Strong interpersonal and communication skills.
- Must be authorized to work in the US.
- Self-motivated, coachable, and driven to succeed.
- No prior experience in finance is required—comprehensive training is provided.
Benefits
- Flexible schedule with a strong work-life balance.
- Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
- Training allowance and performance-based incentives.
- Company-sponsored professional development opportunities.
- Sponsorship for required licenses and continuous training.
We can only consider applicants authorized to work in the United States.
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