Financial Representative

WestPoint Financial Group

Indianapolis, IN

JOB DETAILS
SALARY
$80,000–$100,000 Per Year
SKILLS
Business Development, Coaching, Communication Skills, Customer Training, Financial Planning, Financial Services, Financial Strategy, Licensing, Maintain Compliance, Mentoring, Regulatory Compliance, Sales Pipeline, Series 7, Set Goals
LOCATION
Indianapolis, IN
POSTED
9 days ago

Location: Indianapolis, IN

WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven professional who wants more autonomy, uncapped earning potential, and the ability to build a book of business over time.

Key Responsibilities

  • Build and manage a pipeline through networking, referrals, and proactive outreach

  • Conduct discovery meetings to understand client goals and priorities

  • Educate clients on financial strategies and solutions aligned to their needs

  • Develop long-term relationships through ongoing service, reviews, and follow-up

  • Leverage mentorship, training, and internal resources to grow your practice

  • Maintain compliance standards and complete required licensing

Qualifications

  • Strong communication skills and a relationship-first approach

  • Self-motivated, accountable, and comfortable in a performance-based environment

  • Demonstrated ability to set goals and execute consistently

  • Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)

  • Bachelor’s degree preferred

What We Offer

  • Uncapped commission structure with performance-based growth

  • Non-captive model with flexibility and autonomy

  • Training, coaching, and mentorship to support business development

  • A collaborative advisor community and proven infrastructure

Apply today on LinkedIn or connect to learn more.

About the Company

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WestPoint Financial Group