Insurance & Financial Representative
The Insurance & Financial Representative role at Confidential Client is an entry-level position focused on helping clients achieve their financial goals through tailored planning and investment strategies. The role involves developing client relationships, providing advice on risk management, estate planning, retirement, and investment options, while working within a hybrid model that combines in-person meetings and training. This position offers comprehensive training and growth opportunities within a collaborative 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, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This entry-level role supports clients in reaching financial goals through tailored insurance, investment, and planning solutions. You will learn and apply industry best practices while working closely with clients and a cross-functional team.
- Support clients’ progress toward financial goals with strategic product, plan, and investment recommendations
- Build financial profiles by collecting and analyzing clients’ income, assets, liabilities, and goals
- Recommend solutions across insurance, asset accumulation, retirement planning, and other wealth-management areas
- Maintain compliance with industry regulations and licensing requirements
- Attend in-person meetings and training as part of a hybrid work model
- Collaborate with teammates and participate in ongoing training to grow technical and client-facing skills
Compensation & Structure
The role offers a compensation plan with base earnings plus commission.
- Pay range: $70,000 - $100,000 yearly (commission-based components may apply)
- Entry-level position with structured training, coaching, and advancement opportunities
Qualifications
- Bachelor’s degree in business administration, finance, or a closely related field (required)
- FINRA Series 7 and 63/66 licenses are a plus but not required
- Strong communication and interpersonal skills; ability to build rapport with clients
- Comfort with basic financial math and demonstrated problem-solving ability
- Proficiency with Microsoft Office, Google Suite, CRM systems, and willingness to learn financial planning software
- Authorized to work in the United States
Who You Are
- Self-motivated, coachable, and driven to succeed
- Client-focused with a service-oriented mindset
- Competitive and goal-oriented with a history of achievement or leadership
- Open to a hybrid schedule (onsite meetings and training plus remote tasks)
About the Confidential Client
Our confidential client is a hometown financial services firm based in downtown Port Huron, serving individuals, families, and businesses across Michigan. The team is built on trust and a client-first approach, delivering clear, honest, and personalized guidance. The environment emphasizes teamwork, professional development, and celebrating collective successes.
Location & Work Model
- Primary location: Port Huron, MI (hybrid — combination of in-person meetings/training and remote work)
- This listing follows applicable U.S. hiring laws. Applicants must be authorized to work in the U.S.
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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