Financial Services - Agent/Partner

Company Description Financial Excellence Group is a nationwide financial services organization focused on helping individuals, families, and business owners take control of their financial futures. Associated with The Broker Group, who's founders, since 2004, have empowered clients to build wealth while enabling agents to own their professional paths. The company is committed to making financial literacy simple, accessible, and transformative through modern financial solutions and technology. The Broker Group provides a platform for entrepreneurial producers and agency builders who value ownership, independence, and brand autonomy, supported by experienced field leaders. The organization is driven by bold, motivated professionals who are ready to shape the future of financial services.
Role Description The Agent Partner role at Financial Excellence Group is a remote, part-time or full-time position. Agent Partners work directly with clients to assess financial needs, present suitable financial products and strategies, and support long-term wealth-building and protection goals. Day-to-day responsibilities include prospecting and networking, conducting client meetings, explaining financial concepts in clear terms, and preparing proposals and recommendations. Agent Partners also collaborate with leadership and peers to refine sales approaches, participate in training sessions, and stay current on industry trends, products, and regulatory requirements. This role is also designed for entrepreneurial professionals who want to grow a book of business if they desire, develop a team over time, and contribute to the Financial Excellence Group’s mission of expanding financial literacy.
Qualifications
Strong client-facing skills, including relationship building, active listening, and clear communication.
Sales and business development capabilities, such as prospecting, networking, and pipeline management.
Ability to explain financial concepts, products, and strategies in an accessible, educational manner.
Organizational and time-management skills to handle multiple clients, follow-ups, and documentation.
Entrepreneurial mindset with a focus on ownership, independence, and long-term business growth.
Comfort with using technology platforms, CRM tools, and digital communication channels.
High ethical standards, integrity, and commitment to regulatory compliance and client confidentiality.
Prior experience in financial services, insurance, or related fields is beneficial but not required.
Relevant licenses (such as life and health insurance) or willingness to obtain them.
Ability to work remotely or meet client if needed in local area, and collaborate effectively with a diverse team.
We are scaling across the U.S. and actively seeking 5-7 candidates who are serious about personal growth, value flexibility, leadership development and creating meaningful impact. No matter if you are seeking a job or career shift or supplemental income, we provide full training and support, so you can grow into your position.
(Financial Excellence Group is an independently operated organization comprised of licensed financial professionals who are associated with The Broker Group LLC. Financial Excellence Group is not an affiliated company of The Broker Group LLC, TBG Solutions Insurance Agency, or The Broker Group Insurance Agency LLC. These agents offer insurance products through The Broker Group LLC and its licensed affiliates operating in various jurisdictions, including but not limited to California, Hawaii, and Massachusetts. These entities work under The Broker Group platform to deliver a wide range of insurance and financial services.​)

Work arrangement
Yes