Financial Services Associate - Entry Level & Training Provided
Overview
As a Financial Services Associate at TCB Financial Group, you will meet with individuals and families to educate them on protection, savings, and retirement planning. You will use company tools to deliver customized options and guide clients through the application process. This role offers hybrid flexibility and a structured mentorship program. What makes it stand out: you can grow into leadership while making a real impact on financial freedom.
What You'll Do6
- 1Meet with individuals and families virtually or in person to assess their financial needs.
- 2Educate clients on core financial concepts including protection, savings, and retirement planning.
- 3Use proprietary tools to recommend tailored solutions based on client goals.
- 4Guide clients through the application process end-to-end.
- 5Participate in weekly team trainings to sharpen skills and product knowledge.
- 6Track and manage your pipeline to hit performance milestones.
Requirements6
- 118+ years old and authorized to work in the U.S.
- 2Strong communication skills, both verbal and written.
- 3Coachable mindset with a positive, learning-oriented attitude.
- 4No prior financial experience required—training and mentorship provided.
- 5Self-motivated and disciplined for remote/hybrid work.
- 6Willingness to obtain relevant licenses within 90 days (company sponsors).
Salary Insight
$24 - $120k per year
Location
Required Skills
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