Texas National Financial Group is a premier Wealth Advisory firm committed to helping clients achieve their financial goals. As an Entry-Level Financial Representative, you will provide personalized financial strategies and assist clients in planning for long-term success while offering insurance services.
Responsibilities
- Provide personalized financial strategies to clients
- Help clients plan for long-term financial success
- Offer insurance services as part of financial planning
- Ensure clients receive accurate and comprehensive solutions tailored to their needs
Skills
- Texas State Insurance Licenses (Life, Health & Accident), Series 7, or Series 66
- 3-5 years of experience with your own book of business
- Occasional in-office presence is required, so candidates must be local to the Cypress/Houston area
Benefits
- State Licensing Sponsorship: We’ll cover the cost of required licensing.
- Marketing Support: Collaborate with our Marketing Department to build your practice through social media, networking, and more.
- Practice Branding: Receive customized marketing materials (business cards, stationery) and align with a Fortune 500 brand.
- Unlimited Earning Potential: Income based on commissions and performance incentives.
- Comprehensive Benefits: Medical, dental, vision, disability, accidental death, and dismemberment insurance.
- Retirement Plans: Access to pension, 401(k), and retiree medical plans.
- Ongoing Professional Development: Continued training and opportunities for career growth.
- Flexibility: Control your schedule to maintain a healthy work-life balance.
- Community Engagement: Access to exclusive membership programs and award-winning workshops to engage with clients and create meaningful connections.
- 401(k) & Defined Benefit Program
- Dental, Health, and Vision Insurance
- Flexible Schedule
- Define Benefit Program
- Transition Package Available if you hold any of the following licenses: Texas State Insurance Licenses (Life, Health & Accident), Series 7, or Series 66 3-5 years of experience with your own book of business
Company Overview
Texas National Financial Group is a people-first financial services firm proudly partnered with National Life Group. It was founded in 2024, and is headquartered in Dallas, Texas, US, with a workforce of 51-200 employees. Its website is https://www.TXNFG.com.