Teams at Spectrum Financial Group

Meet prospective clients, conduct financial needs assessments, educate them on retirement, protection, and savings strategies, and build long-term client relationships. The role provides leads, structured training, mentorship, licensing support, and performance-based compensation while advisors develop their own book of business. Candidates participate in coaching, track activity, and work toward securities licensing, including Life, SIE, Series 7, and Series 66.

Meet with provided and self-generated prospective clients, assess financial needs, educate clients on retirement, protection, and savings strategies, and recommend appropriate solutions. Build and maintain long-term client relationships and a personal book of business while tracking activity and progress. Participate in structured training, coaching, and team development. The role offers provided leads, mentorship, licensing support, activity-based stipends, performance bonuses, commissions, and long-term residual income.

Build and manage a book of business by meeting prospective clients, conducting financial needs assessments, educating clients on retirement, protection, and savings strategies, and implementing appropriate solutions. The role includes client relationship management, lead follow-up, activity tracking, training, coaching, and team development. Compensation includes an activity-based stipend, performance bonuses, commissions, and potential residual income. Licensing support and mentorship are provided.