Financial Representative at Name

Location: Gilbert, Arizona
Posted: Jan 5, 2026

Description

The Financial Representative at Name in Gilbert, PHOENIX AZ, helps middle-income clients achieve financial security through risk protection, wealth creation, and financial solutions. This role involves educating clients, analyzing their needs, and recommending suitable insurance and investment products ethically. Responsibilities include identifying markets, prospecting, networking, and maintaining client relationships to ensure evolving financial needs are met.

Required Skills

Financial Planning
Risk Protection
Wealth Creation
Insurance Sales
Investment Solutions
Client Relationship Management

Additional Information

Minimum Education: Minimum high school diploma or equivalent; college degree preferred.
Required Previous Experiences: Obtain and hold State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Access to an automobile and ability to maintain a valid driver’s license.
Preferred Qualifications: College degree preferred.
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.

About Name

Name

InformationDenver, CO, US

Name.com, Inc is a leading domain registrar and web services company providing domain name registration, SSL certificates, website hosting, and related services.