Financial Services Representative

The James Allen Companies Inc Published: March 16, 2017
Job Type


Financial Services Representative

Our client provides insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.

Position Summary

Establish, maintain, and enhance relationships with education institutions and other non-profit entities to increase 403(b) and 457 retirement plan participation. Work with employees of non-profit organizations to increase savings into their retirement plans. Work individually with employees and their families to help them with retirement, investment, and financial planning issues.


  • Schedule and perform 403(b)/457 retirement plan enrollments at districts in territory.
  • Work with existing client base to expand business.
  • Seek new non-profit 403(b)/457 retirement plan clients.
  • Memorialize and input prospect and client communication into CRM.
  • Perform other related duties as assigned and required.


  • Proficient in Excel, Word, and PowerPoint
  • Requires excellent oral and written communication skills and the ability to make effective presentations to specific target groups
  • Ability to work independently and with a strong internal drive for achievement


  • 4-year college degree
  • Series 65 or able to obtain within first 90 days of employment.
  • Missouri and/or Kansas Life and Health licenses.
  • Prior work experience in mutual funds, annuities, and ETFs.
  • Prior work with group benefit plans and 501(c)(3) organizations.

Work Physical Requirements FLSA Status: Exempt

Work is generally performed in an office environment. Incumbent must have the ability to stand and sit frequently throughout an eight-hour period, reach vertically for overhead use as well as horizontally. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Core Values

  • We demonstrate INTEGRITY in all we do.
  • We enthusiastically display our ENTREPRENEURIAL spirit with every opportunity and challenge.
  • We are RESULTS-DRIVEN in our performance.
  • We are COMMITTED to our promises and people.
  • We are STEWARDS of the people and resources entrusted to us.


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