Financial Services Professional

Job Description

Financial Services Professional | The Jedlicka Agency

The Tone:
This is a professional role at The Jedlicka Agency, location not specified in the listing. The Jedlicka Agency is dedicated to helping families achieve financial security while also fostering the growth of its professionals. As a partner of Symmetry Financial Group, a nationally recognized organization for hiring growth, The Jedlicka Agency provides a culture built on mentorship, personal development, and a strong emphasis on integrity and service. This role is crucial for delivering meaningful impact within the community by securing financial futures and building lasting relationships.

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 in a culture built around mentorship, personal development, and creating meaningful community impact.
• Mission: To help families secure their financial future while developing strong, purpose-driven professionals, supported by robust training, innovation, and professional advancement through a national partnership.
• Tech Stack: Access to cutting-edge systems and tools designed to support productivity and efficiency.

What You’ll Actually Do
• Client Relationship Building: Serve families by securing their financial future and building long-term, trusting relationships based on integrity and accountability.
• Community Impact: Create a meaningful and purpose-driven impact in the communities served by providing essential financial guidance and support.
• Goal Attainment: Take personal ownership of professional goals, demonstrating self-starter initiative and a commitment to ongoing learning and growth.
• Collaborative Contribution: Work effectively and independently while actively contributing to a positive team culture, appreciating mentorship and collaboration.
• Professional Growth & Licensing: Engage in structured training and personalized mentorship programs, including the acquisition or maintenance of a Health & Life Insurance License.

The Must-Haves
• Background: Individuals exploring a career path in financial services, demonstrating a commitment to personal growth and ongoing learning, with a Health & Life Insurance License or the willingness to obtain one.
• Experience: Proven strong communication and organizational skills, with a background that reflects integrity, accountability, and the ability to work independently while contributing to a positive team culture.
• Skills: Strong communication, organizational abilities, self-starter initiative, independent work ethic, and a collaborative approach to serving families and building long-term relationships.