Job summary
Job post source
This job is directly from Gorra Financial Group
Job overview
The Financial Services Professional role at Gorra Financial Group focuses on providing financial literacy and building client relationships to help clients with insurance and wealth management.
Responsibilities and impact
The job involves prospecting for clients, maintaining long-term client relationships, educating clients on financial solutions, and leveraging team resources for professional growth.
Compensation and benefits
The position offers a commission-based income program with high earning potential, full benefits including insurance and 401k with match, rewards and recognition programs, residual income, and opportunities to build equity by owning your business.
Experience and skills
Candidates should have a bachelor's degree in business, finance, or related field, 2-5 years of financial advisory experience, relevant FINRA securities registrations, life and health licenses, strong interpersonal and communication skills, and proficiency in Microsoft Office; sales or entrepreneurial experience is preferred but not required.
Career development
The company provides extensive training, weekly coaching, continuing education, and growth opportunities to support career advancement in financial services.
Work environment and culture
The culture is entrepreneurial and success-driven, emphasizing integrity, relationship-building, and work-life balance with flexible scheduling.
Company information
Gorra Financial Group is a financial services firm focused on insurance and wealth management, emphasizing client education and entrepreneurial career paths.
Team overview
The team is composed of entrepreneurial, success-driven individuals who support each other with resources and coaching to grow their practices.
Job location and travel
The job is located in Rhode Island and Massachusetts with flexible work options.
Unique job features
The role offers unique opportunities for residual income, business ownership, and a commission structure that rewards effort and results.
Company overview
Gorra Financial Group is a financial consulting agency based in Cranston, Rhode Island, with additional offices in Boston, Massachusetts. The company specializes in creating comprehensive financial strategies, focusing on retirement and investment planning. It operates as a general agency affiliated with OneAmerica Financial, providing insurance and securities services. Founded by Joshua Gorra, the firm emphasizes understanding client needs and building strong financial teams. With a mission to guide clients toward their financial goals, Gorra Financial Group serves the Boston area and surrounding cities, leveraging its expertise to offer tailored financial solutions.
How to land this job
Tailor your resume to highlight your experience in financial advising, client relationship management, and your knowledge of mutual funds, securities, and insurance industries to align with Gorra Financial Group's focus on financial literacy and client education.
Emphasize your entrepreneurial spirit, sales or entrepreneurial experience, and strong interpersonal skills, as the role values a relationship-driven approach and a commitment to integrity.
Apply through multiple channels including Gorra Financial Group's corporate website and LinkedIn to maximize your application visibility and chances of being noticed.
Connect with current employees in the financial services or advisory divisions at Gorra Financial Group on LinkedIn; use ice breakers such as commenting on recent company achievements or asking about their experience with the training and coaching programs.
Optimize your resume for ATS by including keywords from the job description like 'financial advisor,' 'Series 65,' 'client relationships,' 'financial literacy,' and 'insurance and wealth management' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate submitting tailored applications across multiple platforms, identify LinkedIn contacts for networking, and optimize your resume for ATS, freeing you to focus on preparing for interviews and networking effectively.
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