Financial Agent

Company DescriptionCanela Financial is a financial education and wellness brand focused on helping individuals and families build stronger financial confidence through guidance, education, and long-term financial awareness. Our mission is to make financial conversations more approachable by providing support and educational resources centered around financial literacy, protection planning, budgeting awareness, and long-term financial wellness.Canela Financial operates as a personal branding and educational platform in affiliation with Primerica. We are committed to professional development, leadership growth, and helping individuals build meaningful careers within the financial services industry.Role DescriptionThis is a full-time, hybrid Financial Services Representative opportunity located in Lombard, Illinois. Individuals in this role will focus on educating clients on financial concepts, building relationships, and helping individuals and families better understand topics such as budgeting, financial protection, and long-term financial goals.Responsibilities include:Meeting with clients to understand their financial goals and concernsProviding financial education and guidanceAssisting clients with understanding available financial products and servicesBuilding and maintaining professional client relationshipsParticipating in leadership development and ongoing training opportunitiesSupporting long-term financial wellness conversations with clientsThis role offers training, mentorship, and professional development opportunities. Licensing support is available for qualified candidates, including sponsorship for the Securities Industry Essentials (SIE) Exam for individuals who do not already hold the license.QualificationsStrong interpersonal and communication skillsInterest in financial education, leadership, and relationship-buildingProfessionalism and strong work ethicAbility to work collaboratively in an on-site environment in Lombard, IllinoisSelf-motivated with a willingness to learn and growBachelor’s degree in Finance, Business Administration, Accounting, Communications, or related field preferred but not requiredPrior experience in customer service, sales, leadership, finance, or financial services is a plusExisting financial licenses or certifications (such as SIE, Series 6/63, or insurance licenses) are a plus but not requiredAdditional InformationCanela Financial is committed to creating a supportive and growth-oriented environment focused on education, leadership, and professional development.