Are you passionate about financial products and helping clients make informed decisions? As a Financial Products Specialist, you’ll play a pivotal role in delivering expert guidance and customized solutions that meet clients’ financial goals.
What You’ll Do:💡 Educate & Advise Clients – Explain the features, benefits, and suitability of financial products such as annuities, investment plans, insurance policies, and savings accounts.
📊 Analyze Client Needs – Conduct assessments to identify appropriate financial solutions based on individual risk tolerance, objectives, and financial situation.
📈 Support Product Optimization – Provide insights on product performance and market trends to ensure clients are offered up-to-date, high-value solutions.
🤝 Collaborate with Sales & Advisors – Work closely with financial advisors and sales teams to design client-centric portfolios and strategies.
🗂 Maintain Product Knowledge – Stay current on product developments, regulations, and industry changes to better serve both clients and internal teams.
✔ Knowledgeable about investment and insurance products
✔ Strong communicator with a client-focused mindset
✔ Analytical thinker with attention to detail
✔ Experienced in financial services, wealth management, or product consulting
✔ Familiar with financial planning tools and CRM systems
✅ Become a trusted resource in financial strategy and product application
✅ Enhance client experiences and financial well-being
✅ Grow with industry-leading training and development opportunities
✅ Work in a collaborative, high-performance environment
As a Financial Products Specialist, your expertise bridges the gap between client needs and powerful financial outcomes.
👉 Apply now to help clients build secure and prosperous futures.
Top Skills
What We Do
The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.
VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.
MISSION:
Provide agents with the tools, training, and mindset to thrive.
Create a culture rooted in honor, growth, grit, and accountability.
Serve with excellence, integrity, and measurable impact.
We believe our business model is the best-kept secret in sales and the key to building lasting wealth.
Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model
This is only possible in the cash- and time-rich financial services industry.
If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.
Imagine This:
Meet clients only 2–3 times per week (virtually).
Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.
What We DON'T Do:
60+ hour work weeks
Cold calling
Endless networking
Constant prospecting
What We DO:
Help you start part-time or full-time, building your own scalable business.
Provide the best products in today’s financial marketplace.
Hire performers, not backgrounds—we care about your drive and success.
Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.
How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.
