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, Accounting & Finance.

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 a Financial Representative (Entry Level) for our confidential client you will help individuals and small businesses build financial plans and secure insurance protection. This is an early-career sales and advisory role with structured training and licensing support.

• Conduct client consultations to understand financial goals and risks
• Build and deliver tailored financial plans that may include retirement, investment, and insurance components
• Present and recommend insurance and financial solutions to protect clients’ incomes and assets
• Maintain and grow a book of business through referrals, networking, and community engagement
• Provide ongoing support and periodic plan reviews to adjust recommendations as client needs change
• Complete required licensing and registrations (training and sponsorship provided)

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Qualifications

We are committed to fair hiring practices. Applicants will be considered without regard to protected characteristics.

• Bachelor’s degree strongly preferred but not required
• Interest in financial services, client advisory, sales, or business development
• Strong communication, relationship-building, and analytical skills
• Comfortable working on a compensation model that includes performance-based incentives
• Willingness to pursue required licenses (e.g., Series 6/63 and state insurance licenses) — training and sponsorship available

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Compensation & Benefits

Compensation for this role typically includes a mix of base pay (if applicable) and performance-based incentives. The source post lists an estimated annual figure; actual pay varies by role and experience.

• Estimated pay (source): $96,525 per year (estimated)
• Performance-based bonus opportunity with uncapped income potential
• Training, mentorship, and licensing sponsorship
• Health, dental, and vision insurance options
• Retirement plan access and professional development programs
• Flexible schedule options — details depend on the position and office

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Location & Schedule

This position is based in Coral Gables, FL. Candidates should be able to work from the local district office and engage with clients in the Greater Miami area as required. Employment type may be full-time or contractor depending on the specific placement.

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Why Join

This role is a strong fit if you want a career that combines sales, client relationships, and financial planning with structured training and mentorship. Ideal for motivated, service-oriented candidates who want to build a long-term advisory practice and earn through performance.

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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.