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Future Financial Professional Entry Role With Extensive Training And Mentorship

Future Financial Professional Entry Role With Extensive Training And Mentorship

Texas National Financial GroupDallas, TX, United States
Hace 1 día
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Entry Role with Extensive Training and Mentorship Location : Hybrid | Full-Time | Growth Path to Licensed Advisor Do you love engaging with people? Excel at follow-up? Looking to build a real career—not just punch the clock? Texas National Financial Group (TNFG) is seeking a driven Future Financial Professional – Entry Role offering comprehensive training and mentorship. You’ll work directly with one of our top producers, helping to grow a thriving wealth management practice. Your key focus : connecting with warm and cold leads, scheduling qualified meetings, and contributing to the team’s long-term success. Whether you’re ready to advance in financial services or start from the ground up, this is your chance to launch a meaningful career with growth, guidance, and purpose. Apply today and help build something BIG with the TNFG team. Responsibilities : What You’ll Do :

  • Make outbound calls daily to qualified leads and book appointments for a top-producing advisor
  • Follow up on existing prospects, referrals, and marketing campaigns
  • Track activity, conversations, and results using our CRM (Redtail)
  • Communicate with professionalism, warmth, and confidence Qualifications : What We’re Looking For :
  • Strong phone presence and zero call reluctance
  • Experience in outbound sales, appointment setting, or call center preferred
  • Licensed in Life Insurance (or willing to get licensed within 60 days—support provided)
  • Organized, coachable, and driven to hit your numbers Perks & Growth :
  • Clear career path toward becoming a fully licensed advisor
  • Study material reimbursement and licensing mentorship
  • Supportive team culture with real-time coaching and collaboration
  • Access to industry platforms like FMAX, AssetMark, Redtail, and more Compensation : $45,000 - $130,000 performance based
  • What You’ll Do :
  • Make outbound calls daily to qualified leads and book appointments for a top-producing advisor
  • Follow up on existing prospects, referrals, and marketing campaigns
  • Track activity, conversations, and results using our CRM (Redtail)
  • Communicate with professionalism, warmth, and confidence

Compensation :

$45,000-$130,000 per year

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Financial Professional • Dallas, TX, United States

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