Financial Representative

Posted Yesterday
Be an Early Applicant
Indianapolis, IN, USA
Hybrid
80K-100K Annually
Entry level
Fintech
The Role
Build and manage a client pipeline through networking, referrals, and outreach. Conduct discovery meetings, recommend financial strategies, maintain long-term client relationships, and meet compliance and licensing requirements while leveraging training and mentorship to grow a book of business.
Summary Generated by Built In

Location: Indianapolis, IN

WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven professional who wants more autonomy, uncapped earning potential, and the ability to build a book of business over time.

Key Responsibilities
  • Build and manage a pipeline through networking, referrals, and proactive outreach

  • Conduct discovery meetings to understand client goals and priorities

  • Educate clients on financial strategies and solutions aligned to their needs

  • Develop long-term relationships through ongoing service, reviews, and follow-up

  • Leverage mentorship, training, and internal resources to grow your practice

  • Maintain compliance standards and complete required licensing

Qualifications
  • Strong communication skills and a relationship-first approach

  • Self-motivated, accountable, and comfortable in a performance-based environment

  • Demonstrated ability to set goals and execute consistently

  • Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)

  • Bachelor’s degree preferred

What We Offer
  • Uncapped commission structure with performance-based growth

  • Non-captive model with flexibility and autonomy

  • Training, coaching, and mentorship to support business development

  • A collaborative advisor community and proven infrastructure

Apply today on LinkedIn or connect to learn more.

Skills Required

  • Strong communication skills and a relationship-first approach.
  • Self-motivated, accountable, and comfortable in a performance-based environment.
  • Demonstrated ability to set goals and execute consistently.
  • Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed).
  • Bachelor's degree.
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The Company
HQ: Indianapolis, IN
386 Employees

What We Do

Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business. Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct. WestPoint currently serves more than 200,000 clients through our network of financial professionals across the Midwest. The firm consists of over 500 associates and staff located throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Our core office locations are in the following areas: Chicago, IL Downers Grove, IL Peoria, IL Cincinnati, OH Columbus, OH Fort Wayne, IN Indianapolis, IN Merrillville, IN Lexington, KY Louisville, KY Madison, WI Milwaukee, WI Visit us at http://www.westpointfinancialgroup.com/

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