Dallas Participating Employers

About The Company:

Spectrum Financial Group represents a small group of Companies focused on investment and risk management and specializing in financial planning.

Spectrums, and its ancestors, have been operating in Dallas and North Central Texas since 1901. They enjoy a century long partnering relationship with MassMutual Financial Group, a mutual Company founded in 1851. MassMutual is a Fortune 100 Company and has been selected as one of America's Most Admired Companies many times.

Spectrum Financial Group has placed in force approximately $5 Billion dollars worth of life, annuity, and disability insurance in the Dallas and North Central Texas area, and has almost $1 Billion in assets under management.

Job Titles and Descriptions:

Financial Advisor

A unique and highly compensated professional sales and advisory opportunity.

Choosing a career (versus choosing a job) is one of the most important decisions you will ever make. The right choice will enable you to achieve personal fulfillment, professional growth and financial freedom.

As a Financial Services Professional, you will play a key role in helping clients develop financial strategies to improve the quality of life and plan for the future. From financing a child’s education to designing a retirement plan, a career in financial services gives you the opportunity to realize your professional aspirations and make a genuine difference in the lives of the people you serve.

A select few of the responsibilities and activities that you will focus on during the early years of a career with Spectrum Financial Group are, but are not limited, to the following:

• Develop your “natural market”
• Identify one or more target markets
• Develop Market Development and General Marketing Plans
• Complete a rigorous multi-year training curriculum
• Prospect, Network and Seek Referrals
• Schedule and keep appointments
• Complete Fact Finders - gather important information about a prospects finances and goals
• Open Cases and develop solutions
• Close Business
• Provide superior customer service
• Build lasting long term relationships
• Follow the proven and prescribed approach, routines, and business practices until such time as consistent success is achieved and experience and know how are clearly established
• Maintain effective and detailed records of prospecting, networking, and sales activity including personal information about prospects and clients
• Make solo sales calls as well as joint calls with Sales Managers and a wide variety of Joint Work and Product Specialists
Candidates possessing an entrepreneurial spirit and seeking to build something for themselves, but not by themselves will relish the Spectrum Opportunity

Quote from a Financial Advisor: “I don’t just sell product. I offer solutions to complex challenges concerning future events – some expected others unexpected. My clients rest easy knowing: first that the actions we are taking today prepare them and their loved ones for the future; and second that I will be there when they need me the most.”

Requirements:

• College Degree Required - Accounting and Finance course work and or degree are NOT a requirement
• Familiarity with the Dallas Community is important and therefore an established network in the Dallas area provides a significant advantage
• US Citizenship or Permanent Resident Status is a requirement
• A third party background check is a requirement and includes full disclosure of both financial and criminal records
• In order to receive and share in commissions and fees an individual must be properly licensed. Therefore, Financial Advisors, during their first six to twelve months, must secure the necessary Licenses: State of Texas Life and Health Insurance; 2 Securities Licenses the Series 7 and the Series 66

Important characteristics and capabilities:
• High energy
• Self starter
• Independent thinker
• Coachable
• Financial stability and staying power for the start up phase of the career
• Good listening skills
• Professional appearance
• Desire to Serve Others
• Competitive and Goal Oriented
• Solid social skills and calming demeanor
• Self confident
• Organizational and time management skills
• Strong interpersonal skills
• Track record which reflects determination, effort, and achievement

Company Website URL:

www.sfgtexas.com