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