Teams at Spectrum Financial Group

Work with prospective clients (provided leads and self-sourced) to assess financial needs, recommend solutions (retirement, protection, savings), build long-term client relationships, and track daily activity. Participate in training, coaching, and licensing programs while growing a book of business and earning activity-based stipends, commissions, and performance bonuses.

Work with provided and self-generated leads to assess clients' financial needs, recommend retirement/protection/savings solutions, build a book of business, and maintain long-term client relationships while participating in training, coaching, and tracking daily activity toward goals.

Provide financial needs assessments, educate clients on retirement, protection, and savings strategies, build and maintain a book of business using provided leads and self-generated opportunities, participate in training and coaching, track daily activity, and pursue required industry licensing to grow into senior advisory and leadership roles.