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Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Entry-Level Financial Advisor Remote / Hybrid. Strategic Financial Concepts Your success starts here.

Job Description Company Overview: At Executive Financial Partners, we help businesses and individuals protect what matters most with premium supplemental health insurance benefits. Our team is built for high performerspeople who take ownership, embrace challenges, and deliver measurable results. We're looking for a Lead Sales Representative who thrives in a fast-paced, results-driven environment, someone who can lead by example while building meaningful relationships with business owners and decision-makers in their territory. Position Description: In this role, you'll balance closing your own sales while mentoring and guiding your team to achieveand exceedtheir goals. We want experienced, driven professionals with a proven track record of success. You'll receive hands-on training, direct mentorship from top performers, and the tools to make a lasting impact on your team and the organization. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job DescriptionSummary This role offers a unique opportunity to make a meaningful impact by guiding individuals through one of the most critical financial decisions of their lives—securing retirement with annuities. As a commission-only, independent professional, you’ll serve as a trusted advisor to customers actively seeking financial clarity and long-term peace of mind. You’ll work directly with motivated prospects and collaborate with life insurance agents nationwide, leveraging a cutting-edge digital platform to deliver transparent, personalized solutions. This is more than a sales role—it’s a chance to shape the future of annuity distribution, build a flexible career on your own terms, and grow within a supportive, innovation-driven environment that values independence, mentorship, and performance. Responsibilities • Engage prospective customers through inbound and outbound calls, email, and SMS, • Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language, • Conduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordingly, • Build trust and long-term relationships that drive conversion and customer retention, • Serve as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvements, • Manage a dynamic pipeline with consistent follow-up across all stages of the customer journey, • Collaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product category, • Generate referrals through exceptional service and a customer-first mindset RequirementsRequirements: • Active Life and Health Insurance License (required), • Completion of state-mandated Annuity Suitability training or certification, • 2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred), • Demonstrated success in sales and expert-level objection handling, • Exceptional multitasking, prioritization, and time management skills, • Ability to identify client challenges and deliver tailored, value-driven solutions, • Adaptability and resilience in a fast-paced, evolving environment, • Strong verbal communication skills and a confident, professional phone presence, • High drive to succeed and a commitment to delivering outstanding customer experiences About Taubman Financial Management (TFM) Taubman Financial Management is a leading provider of annuities and life insurance, powered by a technology platform designed to transform how retirement and protection solutions are accessed and delivered. Our three-sided digital ecosystem connects consumers, agents, and top-tier carriers—enabling instant product access, seamless underwriting, and a frictionless experience for all. We’re redefining the industry by putting people first, empowering agents at scale, and building tools that support smarter, more confident decision-making. If you’re driven by purpose, independence, and the chance to grow in a forward-thinking organization, we welcome your application—even if you don’t meet every requirement. Passion, potential, and performance matters most.

Job DescriptionSalary: 55,000 - 65,000 Are you looking for an opportunity to work in financial services? Are you driven, self-motivated, and client-focused? If you value developing long-term client relationships, constantly challenging yourself, and providing superior support, then we would like to talk to you. Our growing financial services firm is seeking to add a Client Service Specialist to our team in Topeka, KS. The culture at Carlson Financial is much more than just getting work done. We have a clear vision supported by accessible and unbiased leadership. We encourage honest feedback from employees and treat them as our greatest strength which is reinforced through our generous benefits programs. Our focus on the client promotes a fun work environment where we regularly celebrate our partnership. As a Client Service Specialist with Carlson Financial, youll be working with a team that puts the client first in implementing their retirement plan. Your priorities will include: 1) Aiding clients as they come on board by opening investment accounts and providing support in annuity and life insurance evaluations, 2) Servicing existing clients with account servicing requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, and database management, and 3) Preparing for client reviews by updating client account summaries and prepping the Financial Advisor for review meetings. Preferred Requirements • Experience working in Wealth or Asset Management, • Series 65 Securities Registration and insurance license preferred, or willing to obtain if pursuing an advisor career path, • Skilled with MS Office Suite, advanced Excel skills, and the ability to learn new software quickly A successful candidate will possess * Strong organizational skills * Excellent verbal and written communication skills * Attention to detail and accuracy * Proactive management style * Consistent follow-through. Essential Functions/Position Responsibilities • Review applications for accuracy and adherence to the financial plan prior to submission, • Complete client service requests and resolve client issues, • Coordinate and follow up on each client account or funds-transfer, • Receive incoming client service calls in a friendly, professional manner, • Maintain thorough notes and accurate client database records, • Prepare client review summary for upcoming appointments, • Maintain professional communication with clients and staff, • Set client appointments for the Financial Advisor, • Participation in marketing events as necessary, • Occasionally assist in on-boarding new clients

Job Description Company Overview: Executive Financial Partners provides supplemental health insurance solutions that protect families, individuals, and businesses from the unexpected. We combine industry expertise with a straightforward, client-first approachdelivering real protection. We're growing into new territories and seeking disciplined individuals who want to take ownership of their career and work in an environment where performance is recognized and rewarded. Position Overview: We hire for potential, not just experience. You don't need a background in salesour training program covers licensing, product knowledge, and proven client acquisition strategies. What matters is your ability to follow a system, communicate clearly, and stay consistent. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job DescriptionSalary: Experienced Financial Advisor Topeka, KS Our firm is growing, and were excited to welcome an Experienced Financial Advisor to our Topeka office as part of our expanding Wealth Management division. This role is ideal for an advisor who values long-term relationships, thoughtful planning, and close collaboration with accounting professionals to serve clients well. ABOUT US At Swindoll, Janzen, Hawk & Loyd, our passion lies in helping peopleour clients, the communities we serve, and each other. Our focus is on helping clients get from where they are to where they want to be through trusted relationships and sound advice. With six office locations across Kansas and one in Rio Rancho, New Mexico, our firm provides integrated services including tax, audit, business advisory, consulting, and wealth management. Our Wealth Management division is intentionally built to work alongside our accountants, allowing us to deliver coordinated, relationship-driven solutions to clients. WERE LOOKING FOR SOMEONE WHO • Has 310 years of experience working as a financial advisor, • Is relationship-driven and enjoys being a long-term partner to clients, • Takes pride in listening first and tailoring advice to each client's goals, • Communicates clearly and builds trust with clients and colleagues, • Is self-motivated but values collaboration within a team-based environment THIS IS WHAT YOULL DO • Build and maintain deep, long-term client relationships, • Provide holistic financial planning and investment guidance, • Serve as a trusted advisor through regular client meetings and ongoing communication, • Collaborate closely with tax and accounting professionals to deliver integrated planning strategies, • Manage and grow an existing book of business while developing new relationships, • Play a meaningful role in the continued growth of the Topeka Wealth Management team HERE ARE SOME OF THE THINGS WE OFFER • A growing Wealth Management platform within a well-established public accounting firm, • Built-in collaboration and referral opportunities with tax and advisory teams, • Competitive compensation and benefits package, • 401(k), paid time off, paid holidays, and insurance plans (firm pays 100% of single coverage), • First 15 Reading Program start each day with 15 minutes of personal or professional growth, • All-staff events and a firm-wide Wellness Program, • A culture that values balance, development, and long-term relationships

Job Description This is not a traditional sales position. This role is best described as a consultative, client-service-focused advisor position. The clients you work with have already expressed interest in coverage or requested information. Your role is to guide them through their options, answer questions, and help them enroll in the coverage they requested. You will meet with individuals and families virtually (via Zoom or phone), ensuring they understand their options and feel confident in their decisions. This is a 1099, performance-based role with structured training, mentorship, and clearly defined advancement pathways. No cold calling. No chasing. You will work exclusively with individuals and families. who have already requested information or assistance regarding their insurance needs. Key Responsibilities: · Learn and follow proven company systems to deliver a high-quality client experience · Follow up with warm leads and prior client inquiries · Conduct virtual client meetings via Zoom or phone · Educate clients using a consultative, service-first approach · Help clients enroll in coverage they have requested · Maintain clear, professional, and timely communication · Collaborate with team members to ensure consistent client support · Meet performance benchmarks to unlock growth opportunities · Participate in weekly virtual training and professional development · Build and maintain long-term client relationships using company-provided and self-generated leads Qualifications: · 3+ years of experience in sales, customer service, or a related field preferred (No sales experience - we have openings for those who want to serve others in a consultative way) · Strong verbal and virtual communication skills · Comfort with technology and modern digital tools · Excellent time management and organizational skills · Professional, dependable, and service-oriented · Coachable mindset with a willingness to learn and improve Requirements: · Flexible availability, including some evenings or weekends · Reliable smartphone, computer, and internet access · Ability to pass a background check · Ability to complete contracting requirements · Active Life & Health Insurance License or willingness to obtain one with support Compensation & Growth: · Commission-based compensation (1099) · Performance bonuses and incentive opportunities · Clear advancement and leadership development pathways · Annual company trips for qualifying producers · Discounted personal insurance coverage options Compensation is based on individual performance and production. No income is guaranteed, and results vary based on effort, consistency, and market conditions. Licensing Support If you do not currently hold a Life & Health Insurance License, Taubman Financial Management provides guidance, resources, and support to help you obtain it—often within 7–10 days, depending on individual effort and state requirements. About Taubman Financial Management: Taubman Financial Management is an established organization built on vision, integrity, and a commitment to serving families at the highest level. Our mission is simple: to help people protect what matters most—and to leave every individual better than we find them. We take a modern, professional approach to the insurance industry by combining advanced technology, streamlined systems, and genuine human connection. This allows us to deliver an efficient, empowering experience for both our clients and our advisors. Final Note This role is ideal for professionals who enjoy helping people, value structure and accountability, and are comfortable with performance-based growth. If you are seeking hourly pay or a traditional W-2 position, this role may not be the right fit. If you’re looking for a consultative, service-driven opportunity with long-term upside, we’d welcome the conversation.

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations. Educate and guide clients through complex financial concepts t

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

We are seeking a highly motivated, licensed, and client-focused Financial Advisor to join our established practice. Develop, maintain, and deepen relationships with a book of affluent and high-net-worth clients by providing superior financial planning and advisory services. Conduct in-depth analysis

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Educate and guide clients through complex financial concepts to support informed decision-making. Maintain up-to-date knowledge of market trends, regulatory changes, financial produc

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations. Educate and guide clients through complex financial concepts t

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. Present clients with financial solutions and drive them to action.

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations. Educate and guide clients through complex financial concepts t

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations. Educate and guide clients through complex financial concepts t

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations. Educate and guide clients through complex financial concepts t

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

What You’ll Do Develop personalized financial plans tailored to client needs Manage client portfolios, ensuring alignment with their long‑term wealth management objectives Advise clients on cash management, asset allocation, and risk mitigation strategies Effectively convert qualified prospe

A growing financial services firm in Topeka, KS is seeking a motivated Lead Financial Advisor to provide expert guidance to clients. You will develop personalized financial plans, manage client portfolios, and build strong relationships to help clients achieve their financial goals.

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation. Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools. Adhere to all compliance regulations and uphold ethical standards in clien

We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. Structured mentorship and financial advisor training program. The company provides comprehensive financial planning services including retirement pl