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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About the Role

Confidential Client is hiring entry-level Financial Representatives to join their Sales team in Vets Row, IL. This role combines client-facing sales and financial planning responsibilities: you’ll consult with individuals and small businesses, design financial plans, recommend insurance solutions, and cultivate long-term client relationships. The role includes structured training, licensure sponsorship, mentorship, and a performance-based compensation model.

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What You’ll Do

• Conduct client consultations to identify financial goals, needs, and risk tolerance
• Develop comprehensive financial plans covering investments, retirement, and insurance
• Recommend and implement insurance strategies to protect clients’ assets and income
• Provide ongoing client support, reviews, and plan adjustments as circumstances change
• Build a referral network through community involvement and professional relationships
• Track client progress and maintain accurate records of plans and interactions

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Qualifications

• Bachelor’s degree preferred (not required)
• Previous experience in financial services, insurance, or sales is a plus but not required
• Strong interpersonal, presentation, and communication skills
• Analytical thinking with the ability to build trust and long-term client relationships
• Willingness to obtain Series 6, Series 63, and required state insurance licenses — training and sponsorship provided
• Self-motivated, coachable, and goal-oriented

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Compensation & Benefits

• Performance-based compensation with uncapped earning potential
• Sponsorship and structured support to obtain licenses and professional certifications
• Health, dental, and vision options available
• Flexible scheduling and clear opportunities for advancement
• Ongoing training, professional development, and mentorship from experienced advisors
• Marketing resources and a dedicated planning team to support client growth

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Employment Type & Location

Full-time / Contractor — Vets Row, IL

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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.