We're more than just a work place. We're a family.
We know that finding a meaningful and rewarding job can be a long journey. Our goal is to make that process as easy as possible for you. Take the next step in your career with Family One Source.
Respect, Honor & Gratitude
Family One Source is deeply committed to hiring and supporting Military Veterans and their families. Their skills, experience, and work ethic are unmatched–and essential to our future success as a company.
When you work at Family One Source, it isn’t just a job. It’s a mission to support our Nation’s Heroes by providing financial and tax planning services they can trust.
Our founder and many members of our team are Veterans themselves, which creates a level of understanding and passion when it comes to our clients and the work we do. By working at Family One Source, our Veteran staff have the opportunity to continue serving our country and communities in a new way.
We are proud to hire and support our Nation’s Heroes. Below is our Veteran’s we are honored to call Family.
Financial planner / Life agent
We are looking to hire and train financial planners/insurance agents who will work one-on-one with clients to identify and discuss their financial goals and opportunities. This position is a great fit for someone who;
- Likes having a flexible schedule.
- Has gaps in their resume, or have been out of the workforce for the past 6 months or longer.
- Is just entering the workforce or returning to the workforce with limited experience and education.
- Wants unlimited income potential.
- Wants the ability to keep their career when they PCS.
Requirements and Responsibilities
No experience in finance, no problem! Some of our most successful financial planners started out in other fields. Our unique approach to training and development are designed to help you succeed. From helping you pass the licensing exams to specialized training in our industry, we are committed to your success.
Requirements:
- Must be licensed in the state where you work. (We help you obtain your license!)
- Must complete ongoing Continuing Education (CE) programs each year to ensure industry standards and practices are maintained.
- Must be available afternoons and evenings.
- Possess excellent communication skills.
- Position requires 25-40 hours per week.
- Provide excellent customer service.
Career Overview:
- Military friendly carriers with simplified issued products.
- Prescheduled appointments. Appointments near the military installation/surrounding area.
- Leads provided, which means NO cold calls, NO door-to-door sales, NO providing a list of your friends/family!
- Paid training.
- Base salary plus commission.
- Monthly production bonuses.
- Advancement opportunities for eligible management positions.
- Take your career with you when you PCS. No more having to start over with your career!
- Company incentive trips.
Responsibilities:
- Provide advice to clients and recommend insurance products.
- Provide good customer service to maintain and retain clients.
- Expand customer base through referrals.
- Analyze the client’s current portfolios and make recommendations.
- Goal-oriented with a focus on achieving sales success,
- Excellent time management and organizational skills.
- Maintain electronic and paper records.
sales development representative (SDR)
Job Overview
Our SDRs are the voice of our company and are responsible for the first impression our organization makes with new customers. This is our "A-Team." As a representative of Family One Source, you will be responsible for the oversight and management of business meetings between sales personnel and potential or existing customers. Duties include keeping detailed schedules, reminding clients and staff members about meetings, and answering basic questions about the company's products and services. You will be the first point of contact for many of our clients, so excellent communication skills and a professional demeanor are a must.
Responsibilities
- Familiarize yourself with essential details of our products and services.
- Call prospective clients using a list of phone numbers provided to you.
- Field incoming phone calls and convert to appointments.
- Prioritize which appointments take priority over others to maximize revenue.
- Properly explain our Company to prospective clients when making appointments.
- Schedule a consultation between the prospective client and a Sales Representative.
- Hitting appointment-setting goals/meet deadlines.
- Computer literate.
- Demonstrate a pleasant disposition with each prospect.
Job Qualifications and Skill Sets
- Exhibit excellent communication skills.
- Must be able to work independently.
- Ability to multitask.
- Flexible availability, evenings, and occasional Saturdays required.
- A pleasant speaking voice when engaging with prospects and customers.
- Experience and willingness, working in a team environment.
- Excellent organizational skills.
- Military experience (retired, veteran, spouse or dependent) is highly preferred, but not mandatory.
internships - finance, sales & marketing
Job Overview
Apply your knowledge of finance to real-world financial modeling, analysis, and reporting with our experienced team of professionals. Our growth-oriented company is dedicated to providing you with valuable learning opportunities as you share your ideas and creativity with the team. The ideal intern will be a great fit for our energetic and creative team. You’ll gain hands-on experience working on challenging, meaningful projects with guidance from a mentor and other members of our team.
Job Qualifications and Skill Sets
- Excellent interpersonal and communication skills
- Ability to work in a fast-paced team environment
- Experience with PowerPoint, Word, and Excel preferred
This tax season get more in return
We provide FREE Federal & State Tax Prep and E-Filing for all Military & First Responder Personnel when filing in person. (virtual appointments available for a small admin fee) No rank or income restrictions! Just our way of saying THANK YOU for your service!