Qualities We Seek
Our financial representatives have a wide range of interests and unique personal qualities, but all hold a certain set of characteristics that make them successful in their careers.
First and foremost, our financial representatives have a passion to help their clients achieve financial security, no matter where they’re starting from. Since we don’t sell our products and services based on price but instead focus on specific client needs and tailored solutions, this quality is imperative to success as a financial representative.
In addition, our ideal financial representative candidate:
- Holds strong values and high integrity.
- Values building relationships in his/her communities.
- Believes greater effort earns greater rewards.
- Works independently and efficiently.
- Is passionate about his/her work.
- Enjoys competition.
Requirements of the Career
To be qualified for the financial representative career, candidates must:
1. Have an initial investment of $1,000 to $1,300 to obtain state Life/Health and Property/Casualty Insurance licenses as well as Series 6 and 63 Securities licenses (upon hire). Note: If you already have some of these licenses your initial investment will be lower. If you are already fully licensed there is no initial investment up front.
2. A bachelor’s degree or at least 3 years of outside sales experience is preferred.
Video: Our Ideal Candidate
"Believe it or not, not many kids dream of growing up to become an insurance and financial services salesperson ... but many do grow up with a unique set of qualities that lead to success in this industry."
Contact a Recruiter
