Financial Services Consultant Job at Fortis Financial, Charlotte, NC

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  • Fortis Financial
  • Charlotte, NC

Job Description

Job Description

Job Description

Fortis Financial is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.


Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:


Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning


As a Fortis Financial Services Professional Expect To:

  • Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.

  • Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.

  • Present clients with the ability to preserve their retirement and grow their wealth. Use the latest FinTech, and product illustrations to guide clients through important financial decisions.

  • Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives while generating a passive income stream.

How Fortis Financial will provide support:

  • Flexible schedules once you complete your agent training and take off as a producing agent.

  • Fortis Financial agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.

  • Our training conducted by successful field leaders will fulfill your desire for continuous learning.

  • Benefit-eligible management positions and Ownership opportunities.

What makes a great Financial Services Professional?

  • Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.

  • Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.

  • Strong relationship building and communication skills will bond you with clients and colleagues.

  • Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Fortis Financial Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, medical or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join our team of Financial Professionals!


About us:
With a diverse team that strives to leave no family behind, Fortis Financial strives to keep changing the financial trajectory of as many family trees as possible. Creation of generational wealth and uplifting the standard of living is our mission. Strength, stability, and service shape our culture as we help provide financial security solutions.


Compensation & Benefits:

  • Commission structure designed to grow with you

  • Diverse and flexible income portfolio and Bonus programs

  • Retirement Savings Program

Note: Applicants must be allowed to work in the US and no no criminal background to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS

Company Description

For a quick discovery call to find if this is a good fit, let's chat. Click the link to speak with one of our Hiring Directors: -finance/initial-phone-interview

Company Description

For a quick discovery call to find if this is a good fit, let's chat. Click the link to speak with one of our Hiring Directors:

Job Tags

Local area, Flexible hours,

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