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The Role:

As a Financial Representative, your role will be to educate, motivate and inspire your clients to take action. You will help individuals, families and businesses, first to identify what is most important to them personally and financially, then to gain clarity with a “financial roadmap,” and finally to create a strategy to guide them towards achieving their objectives. Like a great coach, the Financial Representative seeks to put their clients in the best position to be successful by helping them take action through leadership and guidance.

Becoming a Financial Representative is going into business for yourself, and it comes with all of the independence and flexibility this implies. What it comes without is the capital investment that many start-up businesses require. With Michigan Financial Companies you are in business for yourself, but not by yourself. You will be enrolled in a comprehensive training program, paired with a Director for guidance, given access to mentors and dedicated resources at every level and provided marketing and management support through our firm. 

Why Become A Financial Professional:

The 3 I’s of the Financial Professional:

Impact: It’s not about selling. It’s about changing lives for the better, forever. You will have a positive impact on the lives you touch.

Independence: Your practice will be built around your personal purpose and vision. You will decide who you work with and how you spend your time.

Income: You will invest a great deal of time and effort early in this career, but there is no income ceiling. Financial Services was reported as one of the top 10 highest paying careers in the U.S.

Questions To Ask Yourself:

  • What do I want my world to look like 5 years from now? 
  • Is the path I’m on going to get me there?
  • Do I believe in what Financial Professionals do?
  • Am I ready to be a business owner?

For more information or questions about joining our team, please contact:

Elizabeth Valenti - Sr. Vice President
(210) 998-5036 evalenti@pws-texas.com

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