Financial Representative Career
When you join the FaithLife Financial team you’ll represent a financial services organization that’s financially strong, stable and ethical.
A Career You Can Believe In
What does opportunity look like to you?
- Is it unlimited earning potential?
- Or, becoming a respected expert in your field?
- What if you could believe in what you’re doing AND make a difference in people’s lives?
A FaithLife Financial Representative could be the future you’ve been looking for.
Our difference is about two things coming together
FaithLife Financial is a membership organization whose unique approach is rooted in the belief that being wise with money and living generously go hand-in-hand as expressions of faith. We offer great products, competitive rates, solid results, AND we are a grow-to-give company. Reinvesting a portion of our corporate earnings for member benefits and the causes members care about is how we give back. By helping people plan, protect and invest wisely, we can all live more generously. Action is the key. What we do is who we are.
Would you like to represent an organization who knows that being wise with money isn’t just about smart investing?
We guide members to make wise choices about life insurance and investment products to protect the people they love. When you join FaithLife Financial’s team of representatives, you become part of a unique organization where money is viewed as a tool to help others, rather than a goal itself. As a FaithLife Financial Representative, you will help members know their financial strategies are solid and on track. And you’ll be rewarded for doing so.
The Three C’s of a Financial Representative
- Contribution: Help people with their finances to make a positive, long-term impact.
- Control: Establish personal business goals and have control over your career.
- Compensation: Financial rewards can be high – you earn what you’re worth.
Be in business for yourself not by yourself
If you’re looking for a career as a FaithLife Financial Representative, ask yourself the following questions:
- Does my current role or career give me personal and financial satisfaction?
- Am I looking for an opportunity where I can specialize and grow in my career?
- Am I self motivated, driven to succeed and entrepreneurial?
- Do I like the idea of being in business for myself – but not by myself?
- Am I outgoing, resourceful and do I enjoy finding solutions to benefit the needs of others?
- Do I desire flexibility and prefer managing my own schedule?
- Am I someone who can earn the long-term trust of others?
- Am I interested in learning more about becoming a FaithLife Financial Representative?
When you join our team, you’ll represent a financial services organization that’s financially strong, stable and ethical, with roots that go back nearly a century. We believe that giving back is part of what makes us strong – by giving, we continue to grow. How does that sound to you?
We’ll get you started and stand by you
Together, you and your District Manager will work through a four part onboarding process to ensure your success as a FaithLife Financial Representative. Our goal is to have you equipped with the required licensing and to help you feel confident when dealing directly with members.
New Financial Representatives to FaithLife Financial will receive in-depth training to help launch successful businesses. Your training will offer you a variety of opportunities to build your skills through activities such as virtual training, self-study and joint field work with seasoned Financial Representatives and managers.
Work with your District Manager to create an annual sales plan and establish objectives and actions that will align with your compensation goals. We are dedicated to ongoing marketing and advertising initiatives to create brand awareness, engage new audiences, generate leads, and support Financial Representatives – equipping you with sales tools to advance your business goals.
Compensation & Reward
We know it’s important to control your income. That’s why you’ll have opportunities to earn commissions for new product sales and ongoing incentives for maintaining, building and strengthening member relationships. You’ll be recognized for your achievements, build lifelong relationships with your peers and help others to protect the ones they love.
Does this sound like the right fit for you?
Explore Your Future
Our recruiting process can take eight weeks or more because we want to hire talented people who we’re confident can succeed as a Financial Representative. For this reason, our process is made up of three separate phases.
Phase One: Discovery
During phase one, you will start to determine if our career opportunity is a fit with your personality. You can expect:
- Suitability profiles
- Interviews and reference checking
Phase Two: Career Preview
Phase two will enable you to gain specific insights into a career as a financial representative so you can make a well-informed decision. Phase two involves:
- Career and market analysis
- Job shadowing
Phase 3: Licensing and Contracting
In this final phase of the process, you must pass your provincial licensing exam. Then you are well on your way to building a career as a financial representative at FaithLife Financial. Your final steps include:
- Provincial licensing
- Contract execution
- Business plan development
Benefits of FaithLife Financial
What can FaithLife Financial offer you?
Unlimited earning potential
FaithLife Financial provides financial assistance as you build your business. As a Financial Representative, you help set your own objectives and you determine your own success. Your District Manager will be there to help you along the way.
Opportunity to make a difference in your community
As a membership organization, we have a special connection with the people we serve and a commitment to caring that extends beyond traditional customer service. Through involvement with our Action Teams, you can join with other FaithLife Financial members and their family and friends, to live generously now – supporting the causes our members care about.
Significant financial support during start-up
As a Financial Representative, you will have the opportunity to earn monetary incentives while you establish your financial practice, as well as technical support.
Comprehensive training to help you succeed
You will receive product and technology training, as well as comprehensive sales training both online and one-on-one with your District Manager. FaithLife Financial is committed to lifelong learning for all Financial Representatives. We offer online learning programs, along with a reward system that can be used for professional development opportunities.
Steps to Success
Our Financial Representatives are passionate about working with people in the community – at church, in their stores, at school, on the rink, outside their farms and inside their homes. There are six steps to success:
Step 1: Create a network
Build relationships with family, friends, neighbours, churches, schools, business and community groups – relationships built on trust and nurtured over time.
Step 2: Meet with people
Explore and analyze their financial needs, through a comprehensive and systematic needs analysis approach.
Step 3: Develop a financial roadmap
This will help to achieve the member’s financial goals .
Step 4: Share expert knowledge
About insurance and investment products that best fit the member’s financial objectives. Help them put their plan in action.
Step 5: Follow up with customers
When they purchase a life insurance policy or investment with us, the customer becomes a member of FaithLife Financial. Regular contact with the member to ensure satisfaction, keep financial plans current and gain all-important referrals, is the lifeblood of any financial practice.
Step 6: Work with the members’ Churches
You can help members’ congregations achieve their mission by leveraging the benefits and support programs available to them.
Meet our District Managers
We’re always looking for talented individuals to join our sales team! Please submit your resume using the form below.
- Who We Are
- Financial Strength
- Career Opportunities
- Unique Benefits