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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
18 hours ago
Job type
  • Full-time
Job description

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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