Financial Services Professional

Job Description

Financial Services Professional | The Jedlicka Agency

The Tone:
This is a full-time role at The Jedlicka Agency, operating remotely. The Jedlicka Agency helps families secure their financial future by offering guidance and support. This role is crucial for developing purpose-driven professionals who make a meaningful impact within the communities they serve, fostering personal growth and strong relationships.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Remote

• Team: A growing, coachable team supported by mentorship, focused on personal development and community impact.
• Mission: Help families secure their financial future.

What You’ll Actually Do
• Secure Financial Futures: Assist families in securing their financial future by providing guidance and solutions.
• Build Relationships: Cultivate and maintain long-term relationships with families through dedicated service and integrity.
• Achieve Goals: Take ownership of personal and professional goals, demonstrating accountability and self-direction.
• Collaborate Effectively: Contribute to a collaborative team environment while managing individual responsibilities independently.
• Pursue Growth: Engage in structured training, mentorship, and ongoing personal and professional development.

The Must-Haves
• Background: Early career professional with a Health & Life Insurance License or willingness to obtain one.
• Experience: No specific years required, but must demonstrate strong communication and organizational skills.
• Skills: Health & Life Insurance License (or willingness to obtain one), strong communication skills, strong organizational skills, ability to work independently.