Financial Services Professional

Job Description

Financial Services Professional | The Jedlicka Agency

The Tone:
This is a full-time role at The Jedlicka Agency, located remotely. The Jedlicka Agency is dedicated to helping families achieve financial security while simultaneously fostering the development of strong, purpose-driven professionals. As a growing agency partnered with Symmetry Financial Group, recognized by FORBES for its hiring growth in 2024, this role offers an opportunity to directly impact client well-being and contribute to a culture built on integrity, mentorship, and community service.

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

• Team: A growing team of coachable, growth-minded individuals who value integrity, leadership, and service, operating within a culture of mentorship and personal development. The agency is partnered with Symmetry Financial Group, a national organization noted for its emphasis on training, innovation, and professional advancement.
• Mission: To empower families in securing their financial future and to cultivate impactful professionals dedicated to serving their communities.

What You’ll Actually Do
• Client Engagement: Actively assist families in securing their financial future through dedicated guidance and support.
• Relationship Development: Build and nurture long-term relationships with clients, providing consistent service and trust.
• Goal Achievement: Take direct ownership of personal professional goals, driving individual accountability and success.
• Collaborative Participation: Contribute positively to a supportive team culture, engaging in mentorship and collaboration while working independently.
• Continuous Growth: Commit to ongoing personal development and learning within the financial services field.

The Must-Haves
• Background: An interest in and aptitude for a career path within financial services, valuing personal growth and service.
• Experience: Possession of, or a clear willingness to promptly obtain, a Health & Life Insurance License.
• Skills: Strong and clear communication abilities; demonstrated organizational skills; capacity for effective independent work; and a proven ability to contribute collaboratively to a team environment.