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Financial Services - Experienced or Entry Level

Financial Services - Experienced or Entry Level

Job Description


What motivates you?

Is it your vision of a successful and rewarding practice? Is it serving your community with a conviction to help people find financial security and achieve their goals? Your answer to this question – is The Power of You.

The Power of You
is derived from your motivations and needs.  And a career with Executive Financial Group and the companies of OneAmerica® encourages and supports you – as a financial services professional, a business visionary and a valued member of the community.

The Power of You to work with Executive Financial Group. You’ll be part of a network of experienced financial professionals that understands how building a practice fulfills personal goals and helps communities at the same time. Whether it’s starting a new career in financial services or taking your current practice to the next level, we’ve got what you need.


Job Responsibilities Overview

  • Identify and set appointments with potential clients (without cold calling)
  • Meet with clients to assess their financial needs
  • Develop a customized financial plan to address each client’s outlined goals
  • Maintain strong relationships with clients, helping them to track their progress over time
  • Provide ongoing consultation and support
  • Prepare and deliver presentations/‌seminars to clients and prospects for business development purposes
  • Market appropriate investment products, financial and wealth management services/‌products to clients. insurance services and policies
  • Comply with all industry rules and regulations


Job Requirements


  • Excellent problem solving, networking, communication, interpersonal and organizational skills
  • Interest in investment and financial markets
  • Demonstrate excellent work ethic and ability to multitask
  • Above average communication skills Inductive reasoning 
  • Ability and willingness to obtain proper licensing

Job Time Allocation Breakdown

  • 35%‌ Marketing and Prospecting
  • 35%‌ Client Meetings
  • 15%‌ Needs Analysis and Development of Client Recommendations
  • 15%‌ Administrative 

The financial field is one of the most rewarding careers in existence.   Discover how we   empower you to help others realize their financial goals.
Apply Today!

Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Executive Financial Group (12935 North Forty Drive, Suite 106 - St.Louis, MO 63141 - 314-878-4950) is not an affiliate of OneAmerica Securities or AUL and is not a broker/dealer or Registered Investment Advisor.

Job Snapshot

Employment Type Full-Time
Job Type Sales
Education 4 Year Degree
Experience Not Specified
Manages Others Not Specified
Industry Banking - Financial Services, Sales - Marketing, Insurance
Required Travel Not Specified
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Financial Services - Experienced or Entry Level

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