Financial Services Representative

Edmond, OK

Full Time

Entry Level

About Strategic People Advisors
Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a specialized recruitment partner. We identify and advocate for talented professionals looking to make a meaningful career pivot into high-growth industries.

We are representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals transitioning from non-financial fields. If you have hit a growth ceiling in fields like education, corporate sales, real estate, athletics, or management, this structured associate program is built for your success.
Position Overview
Our client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach you macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.
Key Responsibilities

Participate in a structured, multi-phase licensing and financial planning training program.
Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Requirements

No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
A natural ability to build trust, paired with deep professional empathy.
Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
Must pass a standard industry background check and licensing exam (sponsorship provided).
Bachelor's degree preferred, or equivalent track record of professional success.

Compensation & Professional Development

Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
Start-up financing programs combined with competitive commissions and residual income streams.
$60,000.00 - $120,000.00 per year. This role features a performance-based compensation structure with uncapped earning potential. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.

Discover how we support professionals through career transitions at https://www.strategicpeopleadvisors.com/.

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Are you willing to study for and obtain your state Life & Health Insurance License and FINRA registrations? (Fully sponsored training and study materials will be provided)*

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This role features a performance-driven business model designed to reward high performers with uncapped income. Which statement best describes your comfort level?*

Financial Advisors build their practices through proactive relationship building, community networking, and asking for client referrals. Which statement best describes you?*

Why are you looking to make a career pivot into financial services at this stage of your life?*

What is your single biggest professional motivator?* Uncapped income potential and financial freedomHelping families and making a tangible impact in my communityBuilding and owning my own business/practiceClear career advancement and personal growth

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Financial Services Representative

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