Have you ever wanted to start your career as a financial representative? Does meeting with clients and helping them achieve their financial dreams give you a sense of purpose every day? Do you enjoy being there to help your clients when they need help and support the most? If this is the kind of person that you are, then a career in the financial services industry could be for you.
We are looking for college graduates who are dedicated to helping clients work toward achieving their long-term financial objectives. Our financial representatives deliver tailored solutions to clients through a comprehensive and personalized approach built on a long-term relationship with a knowledgeable professional. You will have the unique opportunity to determine the impact you will have on the lives of your clients, families and your community.
At One Team Financial group we work with the companies of OneAmerica who have a 144 Year history of providing financial planning and insurance to individuals. As a company, they have shown their commitment to supporting professional advisors in the field and we are more committed than ever to this. A career with a quality company means you can be part of something meaningful and be inspired to reach your professional and personal goals.
What sets One Team Financial Group apart:
We understand getting started in the financial services industry can be very exciting, but very challenging as well. As a brand-new inexperienced advisor, this is the support you will receive:
License Training/Support – 2-15 Insurance License, Series 6/7/65 Securities License
In House Training – One Week Boot Camp, Weekly Training, On-going skills training
Full Office Staff Support – New Business Processing, Marketing, Education
Office Space – Office Space, Phone, Internet, Conference Room provided
Dedicated Marketing Team – A marketing team to help you find clients to meet with
What sets the OneAmerica companies apart:
Strength. An elite group of companies (American United Life Insurance Company® (AUL), The State life Insurance Company and Pioneer Mutual Life Insurance Company) that were upgraded into one of A.M. Best’s highest rating category, with A+, Superior rating since the financial crisis in 2007.
Stability. Over 140 years of experience, we work through a network of over 1,000 talented financial professionals all across the country.
Product portfolio. We are committed to protecting individuals, business owners and employers with an extensive range of high-quality insurance and financial products and services.
Mutuality. As a mutual insurance holding company, we can maintain our ability and make sound long-term financial decisions.
Dedication. Our dedication to our community begins at the home office and continues through to our agencies and into the local communities.
Responsibilities
To make connections with people, motivating and inspiring them to achieve results
To grow professionally, expanding personal knowledge and skills through ongoing professional development and partnering with fellow associates
Be responsible for scheduling appointments and meeting with clients to provide potential solutions and making product recommendations to help them achieve their financial goals
Be responsible for building a long term, highly sustainable practice through values bases relationships
Development of new clients on a referral basis within defined market niche
Desired Skills & Experience
A self-confident, extroverted style that can enliven, engage and positively impact individuals and groups
Poised and engaging, empathetic communication style
Strong initiative and self-direction
Ability to successfully influence others by understanding how their individual needs and motivations link to their goals
Above average communication skills
Ability to develop trusting relationships
Strong interpersonal skills and customer service focus
Proven track record of success in previous careers
Benefits of a OneAmerica Career
Company sponsored Health, Dental, Life and Disability Insurance
Transition Bonus of up to $75,000 Available
Production Bonuses of up to 50% Available
401k Plan with 6% Company Match, along with Profit Sharing Plan
About One Team Financial Group
One Team Financial Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind.