About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

As an Entry Level Financial Representative for our confidential client you will join a sales-focused financial services team and support clients with personalized planning and protection strategies. Key responsibilities include:

• Conduct client consultations to discover financial goals, risks, and priorities
• Build comprehensive financial plans that may include insurance, retirement planning, and basic investment guidance
• Recommend and implement insurance solutions to protect clients’ assets and income
• Maintain ongoing client relationships; review and adjust plans as life and financial situations change
• Generate new business through networking, referrals, community outreach, and prospecting
• Collaborate with a planning team and mentors to coordinate client delivery and follow-up

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What We’re Looking For

We seek candidates who can build trust, learn quickly, and take an entrepreneurial approach to client development.

• Bachelor’s degree preferred but not required
• Strong interpersonal and communication skills
• Demonstrated interest in financial services, sales, or business development (internships, campus organizations, or related work are valued)
• Analytical aptitude and attention to detail
• Willingness to pursue required licenses (e.g., Series 6, 63, state insurance licenses) — training and sponsorship provided
• Self-motivated, coachable, and comfortable with a performance-driven compensation model

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Compensation & Employment Type

• Employment type: Full-time (with contractor arrangements possible depending on role structure)
• Estimated pay (from source data): $129,676 per year — estimated total compensation (includes performance-based incentives; actual earnings vary by productivity and role)
• Competitive, uncapped income potential through performance incentives and client growth
• Licensing sponsorship and paid training programs available to support career development

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Benefits

• Professional development and ongoing training, including sponsorship for certifications
• Performance-based bonus structure and sales incentives
• Health, dental, and vision insurance options
• Retirement benefits including company-funded pension and profit-sharing contributions
• Flexible schedule options to support work–life balance
• Mentorship and planning-team support
• Opportunity to make a measurable impact in clients’ financial lives

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Location & Schedule

• Location: Austin, TX (office address listed by client: 3700 N Capital of TX Hwy, Ste 500, Austin, TX)
• This role involves client-facing work and community engagement; schedule flexibility is often part of the position to accommodate client needs and events

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Notes

• Licenses: The role requires obtaining relevant securities and insurance licenses; the client provides training and sponsorship
• This posting is managed by Careertakes on behalf of a confidential client in the Sales industry
• Employment offers and final hiring decisions are made by the client

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.