Financial Services - Leadership - Entry-Mid-High Level
Job Description
Ready to take your career to the next level? We are a local and national Fortune 100 firm looking to fill 2 positions in Northern Colorado, Southern Wyoming, and the panhandle of Nebraska.
Our first position is client-facing and focuses on Personal, Business, and Estate Planning Strategies. An ideal candidate needs to have a passion for helping people and a conviction for doing what's right. Our second position is for an individual who has leadership characteristics to motivate teams of financial services professionals.
Compensation consists of W-2, a Training Allowance (Subsidy and Stipend) along with Commissions and Expense Allowance. We also offer Health, Dental, and Vision Benefits (Subsidized), and much more. Additionally, a 401(k) Plan and a Cash Balance Pension Plan are included.
$85,000 - $125,000
Responsibilities:
No Door-To-Door or Cold Calling! Our World-Class Training will establish the 17 ways in which we target the market in our local communities.
We sponsor our professionals in obtaining their Life, Accident & Health Insurance Licenses as well as their SIE, Series 6, Series 63, Series 65/66, and Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.
Spend time in the discovery analysis with existing clients and new prospects.
Or learn from our Management Orientation Program to become a high-level Leader in the financial services business.
Qualifications:
Must be a resident of Colorado, Wyoming, or Nebraska.
Have a proven track record of success & people-oriented.
Coaching, Leadership, or Management Experience.
Established presence within the local community.
Possess a forward-thinking spirit.
Bachelor’s degree preferred; high school diploma mandatory.
MBA for advanced positions.
About Company
A promise to work with you to build a strong financial future for both you and your clients
#62 on Fortune 500 in 2026 Fortune Magazine
Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aa1); and Fitch (AAA) as of 5/19/2025
71 Years In A Row -- The Most Million Dollar Round Table Members of any other firm in the world
