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, Financial Services & Insurance (Confidential Client).

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

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What You’ll Do

Confidential Client is hiring motivated entry-level financial services professionals to build client relationships and deliver holistic financial solutions. This is a client-facing sales and advisory role focused on long-term financial security for individuals and families.

• Work with prospects and clients to assess financial needs, goals, cash flow, and existing protections
• Use a CRM to collect, organize, and maintain client financial information and activity
• Present insurance, annuity, and investment solutions that match client objectives
• Provide investment advisory services through an affiliated Registered Investment Adviser and offer securities through a registered broker-dealer where applicable
• Develop and maintain a local client base using approved prospecting methods and in-house leads
• Follow compliance and licensing requirements while documenting client interactions and recommendations

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Training & Compensation

Confidential Client provides a structured development path and paid plan-earnings compensation.

• Comprehensive training program and ongoing professional development, including marketing and prospecting support
• No door-to-door or cold-calling required; training includes multiple proven market-targeting methods and lead programs
• Compensation at plan earnings: $85,000 - $125,000 per year
• Access to established agents, managers, and business-building resources

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Qualifications

Candidates must demonstrate client focus, integrity, and the ability to grow relationships in the community.

• Relationship management and interpersonal skills
• Clear communicator able to explain complex financial concepts
• Strong networking and prospecting ability
• Resident of Colorado, Wyoming, or Nebraska required
• Proven track record of success and people-oriented approach
• Established presence in the local community preferred
• High school diploma required; Bachelor’s degree preferred; MBA for advanced roles
• Willingness to obtain required insurance and securities licenses; background checks and licensing will apply
• Authorization to work in the United States

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What We Offer

• Structured three-year training and mentorship program
• Marketing and prospecting support, including in-house lead delivery
• Benefits for full-time agents and dependents, including medical, dental, vision, long-term disability, and group term life insurance (eligibility details provided at hire)
• Opportunity for career growth in a stable, well-capitalized financial services organization

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Location & Work Eligibility

• Location: Fort Collins, CO
• Must be a resident of Colorado, Wyoming, or Nebraska
• This position requires in-person client engagement in the local market; remote work is not indicated

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About the Confidential Client

Confidential Client operates in the Financial Services & Insurance industry and focuses on providing long-term financial security via insurance, annuities, investments, and retirement planning. The organization emphasizes ethical conduct, stewardship, and personalized client relationships.

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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.