New Financial Advisor with Training

Job Description

Job Description

Benefits:

• Disability Insurance
• Leads
• Up to $12,000 in Training Grant
• Bonus
• Licensing Support
• 401(k)
• Dental insurance
• Health insurance
• Home office stipend
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Award-Winning SO-IL General Agency!
As a top Insurance and Financial Services Agency in Illinois for over a decade, we proudly serve families across most of the state of IL, offering trusted financial guidance to thousands of client members statewide. We are seeking driven and hard working individuals to join our team of financial services professionals, helping us continue our mission of service and excellence. Each new advisor we bring on is provided access to a robust database of approximately 1,000 existing client member leads to jumpstart their career, eliminating the need to rely on prospecting.

About Us: We embody the principles of charity, unity, and fraternity. Our mission is to provide financial protection for families while fostering a sense of community among members from diverse backgrounds and stages of life.

Charity: It lies at the heart of everything we do, supporting a wide array of initiatives that uplift the sick, disabled, and those in need. As a fraternal benefit society, we deliver financial security for members and their families, transforming premiums into meaningful charitable impact. Guided by our principles of Charity, Unity, Fraternity, and Patriotism, we uphold core values of Integrity, Professionalism, Excellence, and Respect, making this a fulfilling and mission-driven career home.

What New Advisors Value Most:

• Fast onboarding process, with new agents typically ready to begin within 30 days.
• Mentorship program that includes an average of 25-35 appointments with an experienced mentor to ensure early success.
• Paid licensing and professional designations to support ongoing development.
• Mission-driven work focused on serving families in their local communities.
• Access to a robust database of approximately 1,000 client member leads to jumpstart your client base, eliminating the need to rely on personal networks.

Characteristics Valued Most in Candidates:

• Systematic, and being able to follow a process toward success.
• Coachable, willingness to learn and be challenged.
• Self-driven and energetic.
• Disciplined with a strong work ethic.
• Open minded to a career change.

Benefits and Incentives:

• Path to exceed $100,000 in first year earnings, with starting draw.
• Up to $12,000 in training grant.
• Significant variable perks including commissions, bonuses and incentive trips.
• Health insurance, dental insurance, vision insurance and disability insurance.
• Retirement including Pension and 401(k).

Eligibility Criteria:

• 2 or 4 year degree is preferred, but not required.
• Willingness to quickly obtain (or reinstate) state insurance licenses and FINRA certifications.

Meet Our Local Leaders: Jeff, Shaun and Tyler:
Jeff - General Agent:

• How long in seat? Two decades.
• Prior Experience? Worked in the Cell Phone industry after college.
• Passionate About? Enjoys spending time family and watching his kids play basketball, football, baseball, and hockey, while always cheering on the Blues! Jeff loves spending time with his wife traveling and still personally playing hockey every week!
• Vision for Growth: Passionately dedicated to transforming the lives of agents and advisors by fostering professional growth while expanding the agencys impact, ensuring more families across Illinois achieve financial security and peace of mind.

Shaun - Assistant General Agent:

• How long in seat? 10+ years.
• Prior Experience? Gained valuable experience in real estate and as a Financial Aid Advisor at a local university.
• Passionate About? Loves spending time with his wife and traveling around the world, visiting over 30 different countries.

Tyler - Assistant General Agent:

• How long in seat? 10+ years.
• Prior Experience: Joined immediately after graduating from Lake Land College, where he focused on Accounting and Business Management.
• Passionate About? Loves spending time with his wife and 2 kids, enjoying traveling, hunting, and playing golf.

With a legacy of top-tier awards and a focus on training and development, we provide the tools, mentorship, and support needed to help you succeed. Join us and make a lasting impact while growing your career in financial services!

Flexible work from home options available.