Financial Representative Entry Level
The Financial Representative role at Confidential Client involves building long-term client relationships to provide personalized financial planning and insurance solutions. This entry-level position emphasizes client consultation, developing comprehensive financial plans, and ongoing support to help individuals and businesses achieve financial security. The role offers extensive training, mentorship, and flexible scheduling within a supportive team environment.
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.
What You’ll Do
Confidential Client is hiring entry-level Financial Representatives in Peoria, IL. In this role you will build long-term client relationships, deliver tailored insurance and financial-planning solutions, and grow a book of business with hands-on training and mentorship.
- Conduct client consultations to identify financial goals and risks
- Develop comprehensive financial plans that include investments, insurance, and retirement strategies
- Recommend and implement insurance solutions to protect clients’ income, assets, and families
- Provide ongoing review and adjustments to client plans as needs change
- Generate new business through referrals, community engagement, and targeted networking
- Work with a planning team and mentors to accelerate your licensing and production
Qualifications
We welcome motivated, coachable candidates who are ready to start a sales and financial planning career.
- Bachelor’s degree preferred but not required
- Interest in financial services, insurance, sales, or business development
- Strong interpersonal, communication, and client-facing skills
- Willingness to pursue required licenses (e.g., Series 6/63 and state insurance licenses) — training and sponsorship provided
- Self-motivated, organized, and committed to professional development
What We Offer
Confidential Client provides structured training, a supportive team, and an uncapped income model designed to help entry-level hires succeed.
- Training & development programs, including licensing support and mentorship
- Competitive compensation with performance incentives and high income potential
- Benefits package (medical, dental, vision) and flexible scheduling where applicable
- Opportunity for career growth into senior advisory roles and leadership
- Meaningful community involvement and a culture focused on client outcomes
Location & Employment Type
- Job location: Peoria, IL (on-site; local office)
- Employment type: Full-time (Contractor and Full-time opportunities available)
Why This Role
This position is a strong fit for goal-oriented people who want a career in financial planning or insurance sales with clear training pathways, licensing support, and a team-based environment. You'll gain real client experience, mentorship, and the business tools to build a lasting practice.
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.
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