Financial Services Representative
Our organization is seeking candidates interested in becoming Financial Services Representatives (No prior experience required). We assist all potential new representatives in obtaining training and licenses dealing with financial services. These licenses include SEC Series license required to manager retirement accounts, investments relationship banking, mortgage, life and health insurance, amongst various other financial services. We provide each new representative with initial training for licensing required by banks and financial institutions. We also provide ongoing (career level) leadership and team building training.
Responsibilities: As a Financial Services Representative, you will be servicing the local community with identifying and education them based on their financial needs. You will provide a personalized financial analysis, to identify goals and shortfalls for retirement and other needs to that client's specific scenario. Based on their current financial goals, tailored strategies, goals and products will be provided to ensure thy can meet a specific outcome. Our goal is to help every servicemember and their family become financially secure. Organizational Values: Determination, Integrity, Adaptability, LoyaltyQualifications: High school diploma. No prior experience required. Must be able to pass a background and credit check*.If you are a servant leader or interested in financial services and enjoy meeting new people this is the opportunity for you! We have a passion for professional growth and want to help local and military community with financial goals that will set them up for long term success.
36B, 42A, 6F0X1, B610, 1650
Must be able to pass a credit and background check.
Financial Services, Sales, Leadership and Team building.
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Interview prep for this program▸
- ▸ "How many of your past SkillBridge interns received full-time offers?" — a serious program knows the number.
- ▸ "Who will my day-to-day mentor be, and what does week one look like?"
- ▸ "The listing says 151 - 180 days — can that flex to my approved window if my command shortens it?"
- ▸ "Is relocation expected for a full-time offer, or can I convert where I am?"
- ▸ "You list 36B, 42A, 1650 — what did interns from those specialties end up doing here?"
- ▸ Confirm the eligibility notes above — ask exactly what they need from you and when.
- ✓ Your projected start window and separation date (from your profile)
- ✓ Your command's approval status — even "packet drafted" signals you're serious
- ✓ Your civilian-translated resume bullets (generate them here)
- ✓ A written training-plan ask — you'll need it for your packet anyway