Financial Associate

Job Title: Financial Associate

Company: The Broker Group

Company Website Location: Morgantown, West Virginia, 26505

Industry Categories:

  • Business Brokers
  • Business, Financial & Portfolio Planning
  • Finance & Insurance
  • Insurance

Job Description:

We are seeking a proactive and driven Financial Associate to join our team. The successful candidate will be responsible for selling our financial products, including IUL, 401k, Roth IRA, Long-term Care, and Insurance.

Responsibilities:

  • Generate leads and convert them into sales.
  • Provide financial solutions to clients based on their needs and financial status.
  • Maintain a strong understanding of our products and services.
  • Develop and maintain relationships with clients.
  • Meet and exceed sales goals.

Requirements:

  • Proven sales experience, preferably in the finance and insurance industry.
  • Excellent communication, negotiation, and sales skills.
  • Self-motivated and target driven.

Compensation:

  • 1099 contract-based role with a commission payout of 35% per sale At the Start.
  • Average sales value ranges from $500 to $60,000.
  • Average sell-in cycle time is between 1-60 days.
  • No monthly retainer.

Note: Hiring bonus is not provided for this role.

If you are a motivated individual with a passion for finance and sales, and you enjoy working in a fast-paced, dynamic environment, we would love to hear from you. Apply today and take the first step towards a rewarding career with The Broker Group!

The Broker Group is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.


Sales Role Classification
1099
Location
Morgantown, West Virginia, United States, 26505
Keywords
IUL, 401k, Roth Ira, Longterm Care, Insurance
Industries
Business Brokers, Financial & Portfolio Planning, Insurance
Posted on
July 07, 2025

Sales Goal

$250,000

Average Sales Value

$500 – $60,000

Commission Structure

35%

Sell-in cycle: 1 – 60days

Commission Payout

$87,500