SLG Firm is hiring an Entry Level Sales and Marketing Representative to support clients in the financial services space through structured training, mentorship, and guidance throughout the licensing process. This is an onsite opportunity in Aiea, HI, designed for independent contractors who want to build professional client relationships while educating individuals and families on financial protection and planning.
As a 1099 independent contractor, compensation is performance-based and connected to licensing, qualifications, services performed, and individual production results. The role includes client education, appointments, and ongoing professional development so you can grow into broader financial planning and business-building responsibilities as you become licensed and authorized.
What You’ll Do
- Educate individuals and families about financial protection and planning concepts.
- Conduct financial needs assessments to understand client goals.
- When appropriately licensed, explain life insurance and other financial protection options.
- Assist clients with retirement and investment planning services when properly licensed and authorized.
- Share information about business financial solutions and retirement planning options.
- Build and maintain professional client relationships.
- Schedule and conduct client appointments.
- Maintain accurate records and follow applicable industry regulations.
- Participate in ongoing training, coaching, and professional development.
- Develop communication, client service, and business-building skills.
Qualifications
- Must be at least 18 years of age.
- Must be legally authorized to work in the United States.
- No previous financial services experience required.
- Willing to complete applicable licensing requirements.
- Strong communication and interpersonal skills.
- Dependable, professional, and organized.
- Comfortable working independently and collaborating with a team.
- Willing to participate in training and professional development.
- Must meet applicable state and federal background screening and licensing requirements.
- Applicants are responsible for their own background screening, fingerprinting, licensing, and applicable administrative fees.
Training, Mentorship, and Professional Development
- Training and mentorship are provided to help you learn the financial services industry and prepare for your responsibilities.
- Training may include financial services fundamentals; state licensing class preparation (if required); client communication and relationship management; financial needs assessments; industry regulations and professional standards; business development and appointment management; and ongoing professional education.
- If you are not currently licensed, you must complete the required licensing process before performing state-regulated financial services activities.
- Already licensed professionals are encouraged to apply.
Compensation and Contract Type
- Contract type: Independent Contractor (1099)
- Compensation: Performance-Based
- Pay range: USD 20,000 - 80,000 per year
- Compensation is based on applicable licensing, qualifications, services performed, and individual production results.
Additional Service Opportunities
Additional services, including investment advisory and mortgage-related activities, may be available to individuals who obtain the appropriate licenses and authorizations.
Career Development Opportunities
Depending on licensing, qualifications, and applicable authorizations, opportunities may expand into areas such as life insurance protection; retirement planning; investment services; business retirement solutions; client debt solutions; financial education; college savings planning; mortgage financing; client relationship management; business development and leadership.
Application and Interview Process
- Applications will be reviewed to determine whether candidates meet the basic qualifications.
- Selected applicants may be contacted for an initial screening conversation before a full interview.
- Qualified candidates will receive additional information about licensing requirements, training expectations, compensation, and onboarding.
Anticipated hiring timeline: 1–2 weeks.
Work location: In person, Aiea, HI 96701 (preferred). Ability to commute: Aiea, HI 96701.
