Financial Advisor

"Great work is done by people who are not afraid to be great."
About Our Company:

When TDG was founded in 2000 we set out to improve the financial health and security of middle-income America. Today, our values continue to guide us and our mission is more important than ever. Being partnered with over 40 various financial carriers, we have served over 1.2 million individual clients nationwide. We've created a diverse and dynamic workplace where our advisors thrive while helping our clients protect what they care about most. From day one, you'll have the power to build your skills and potential.

We respect and value the unique strengths and differences in all people, and work to continually cultivate an inclusive culture. We want you to become engaged, feel a sense of belonging, and contribute to the company’s exceptional future.

About The Role:

Being a financial advisor is more than a profession. It’s a calling. Your mission is to help families and businesses achieve financial security today and for many generations to come. You’ll have the power to change the course of people’s lives.

The role of a financial advisor is to confidently guide clients through the process of finding the perfect financial vehicle. Our advisors are responsible for educating clients on products, which products are best suited for specific situations, and providing a world-class experience by ensuring transparency in an industry that’s generally overly complicated, ambiguous, and slow to adapt.

To succeed in this role, you should have a strong desire to win and overachieve, while exuding a positive attitude and positive energy with clients and teammates. We’re looking for experienced sales professionals with exceptional communication skills, a strong passion for helping others, and a drive to improve and get better each day. In this role, you will:

  • Educate clients on our carrier's products and processes
  • Uncover and understand an individual’s needs through in-depth discovery and position TDG value according to those specific needs
  • Build relationships and instill trust with clients to drive monthly and quarterly conversion targets
  • Partner with colleagues in sales, marketing, customer experience, and product to execute team and company goals
  • Manage a pipeline of clients and perform follow-up through the application and purchasing process
  • Iterate and improve upon workflows and outreach strategies
  • Drive referral activity by creating positive customer experiences
Qualifications and Skills:
  • 0-3 years of experience in sales, market or business development, account management, or similar roles.
  • Ability to multitask, prioritize, and manage time effectively.
  • Ability to identify friction points for the clients and come up with solutions.
  • Excellent time management and organizational skills.
  • Startup grit and can adapt to changes quickly.
  • Incredible drive to win.
  • A quick learner is comfortable in a fast-paced, dynamic environment.
  • Excellent communication skills and the ability to be coachable.
  • Passionate about delivering exceptional customer service.
  • Part-time advisors earns about $20k-$40k.
  • Full time advisors earns $50k-$85k.
  • Fully paid trips and monthly carrier contest and bonuses.
TDG Financial Careers

Building Stronger Tomorrow's

We’re committed to helping you build a long-lasting career that’s challenging and fulfilling. Every associate is encouraged to experiment, innovate and grow in their own unique career path. Book an meeting with our staff today!

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