Turn your insurance sales experience into a comprehensive wealth management career.Ready to go beyond insurance sales? Build on your existing sales and relationship-management skills while expanding into investments, retirement planning, and comprehensive wealth management. SWMG provides the training, technology, company-generated leads, and team support to help you develop into a well-rounded Wealth Management Advisor.About SWMGStrittmatter Wealth Management Group, LLC (SWMG) is an independent Registered Investment Advisor based in Fort Worth, Texas. Established in 2007, we specialize in retirement planning, investment management, and business planning for high-net-worth individuals and business owners.Why Join SWMG?Expand Beyond Insurance: Develop expertise in investment management, retirement planning, and business planningCompany-Generated Leads: Access opportunities through seminars, educational events, digital marketing, and referralsStructured Advisor Development: Receive training and financial planning resources to help you grow into a comprehensive wealth management roleTeam and Technology Support: Work alongside financial planners, investment professionals, and operations teams with modern CRM and planning toolsBuild Long-Term Client Relationships: Move beyond transactional sales toward ongoing client relationships and comprehensive financial solutionsCompetitive Earnings Potential: Earn a base salary plus performance-based compensation tied to production and business developmentCompensation and BenefitsBase salary: $100,000–$150,000Performance-based compensationTarget earnings: $250,000 in Year 1, $500,000 in Year 2, $750,000 in Year 3, and $1,000,000 in Year 4Medical, dental, vision, disability, and life insurancePaid time off401(k) with company matchTarget earnings depend on individual production, asset growth, and achievement of defined business-development objectives.Key ResponsibilitiesMeet with prospective clients through company-generated leads and networkingConduct discovery meetings to understand clients' financial goals and needsIdentify opportunities across insurance, investments, retirement, and financial planningCollaborate with financial planning professionals to develop comprehensive financial plansPresent recommendations and guide clients through implementationSupport client acquisition and onboardingBuild referrals through client relationships and professional networksParticipate in seminars, educational events, and marketing initiativesLearn and use the firm's financial planning, CRM, and portfolio management technologyQualifications5+ years of experience in insurance sales, financial services, or a related client-facing roleActive Life and Health Insurance licenseProven ability to prospect, build relationships, present solutions, and close businessStrong communication, consultative sales, and follow-up skillsAbility to explain complex financial concepts clearlyInterest in expanding into investments and comprehensive financial planningCommitment to ethical conduct and fiduciary responsibilityPreferred QualificationsBachelor's degree or equivalent relevant experienceExisting relationships with high-net-worth individuals or business ownersSecurities registrations or credentials such as CFP®, ChFC®, CLU®, or CFA®Is This the Right Opportunity for You?You may be a strong fit if you have a successful insurance sales background, enjoy building lasting client relationships, and want to expand your expertise beyond insurance.If you're ready to develop broader financial planning skills and build a long-term career in wealth management, we encourage you to apply.
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