Creative Financial Network is recruiting a Financial Representative in West Palm Beach, FL. This full-time Monday–Friday role pairs meaningful client work with a development-focused environment designed to help you build long-term momentum. The company supports your growth through onboarding, mentorship, training, and clear career progression programs, along with a business model built around true ownership.

What you’ll do

Help individuals and businesses develop financial and retirement strategies aimed at long-term growth, protection, and preservation of capital.
Present financial, insurance, and retirement planning solutions that align with each client’s needs while building lasting relationships.
Use proprietary budgeting and financial planning software to guide clients toward financial success and retirement readiness.
Educate clients on wealth accumulation, income protection, and retirement preparation options.
Set appointments with prospective clients.
Maintain ongoing client communication, including policy reviews and continued financial support.

What makes the role a fit

In addition to client-facing responsibilities, you will work in a setting that emphasizes self-driven growth. The model is designed to take someone with no financial experience or background and build them into an industry expert sought out for advice to achieve financial freedom.

Requirements

Positive, energetic, and professional attitude
Strong communication and people skills
Coachable, self-motivated, and driven to grow personally and professionally
Willingness to learn, get feedback, and apply training in a fast-paced environment
Sales or customer service experience preferred
Full-time position

Benefits

401(k)
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Vision insurance

Company differentiators

Motto: “In business for yourself, not by yourself.”
Leads provided: support for business growth and client outreach.
No office expenses: focus on developing business owners, not employees, with investment in your growth as you build and launch your business.
Non-Captive Financial Firm: true ownership of clients with access to the best carriers/companies in the nation.
Development support: comprehensive and engaging onboarding, mentorship, training, and career progression programs.

Preferred qualifications

215 license and/or investment licensing
Degree in Psychology and/or Finance
Bilingual or multilingual communication skills are a plus

Financial Representative