Financial Advisor with Mentorship

Schachle General Agency

  • Louisville, KY
  • $92,300-106,800 per year
  • Permanent
  • Full-time
  • 16 hours ago
Benefits:
  • Medical Insurance
  • Disability
  • Life Insurance
  • Client Leads
  • Pension
  • Bonus
  • Starting Draw with Variable Perks
  • 401(k)
  • Company parties
  • Flexible schedule
  • Opportunity for advancement
Join the Award-Winning Schachle General Agency!The Schachle General Agency proudly serves families across Kentucky, offering trusted financial guidance to thousands of members statewide.About Us: The Schachle General Agency embodies the principles of charity, unity, and fraternity. We provide financial protection for families across most of Kentucky while fostering a sense of community among members from diverse backgrounds and stages of life.Position Overview: As a Financial Advisor, your role revolves around building strong, trusting relationships with clients and understanding their unique financial goals. You will offer personalized advice and develop tailored strategies to help clients achieve financial security and protect their future. The position offers a clear growth path within the firm, allowing you to expand your expertise and provide even more comprehensive financial services as you advance in your career.What New Advisors Value Most:
  • Fast onboarding process, with new advisors typically ready to begin within 30 days.
  • Mentorship program that includes an average of 25-35 appointments with an experienced mentor to ensure early success.
  • Paid licensing and professional designations to support ongoing development.
  • Important work - making a lasting impact on your local community.
  • Access to a robust database of approximately 1,000 clients to jumpstart your customer base, eliminating the need to rely on cold prospecting.
Characteristics Valued Most in Candidates:
  • Systematic, and being able to follow a process toward success.
  • Coachable, willingness to learn and be challenged.
  • Self-driven and energetic.
  • Disciplined with a strong work ethic.
  • Open minded to a career change.
Benefits and Incentives:
  • Path to exceed $100,000 in first year earnings, with starting draw.
  • Up to $12,000 in training grant.
  • Significant variable perks including commissions, bonuses and incentive trips, offering unlimited earning potential based on performance.
  • Health insurance, dental insurance, vision insurance and disability insurance.
  • Retirement including Pension and 401(k).
Eligibility Criteria:
  • 2 or 4 year degree is preferred, but not required.
  • Willingness to quickly obtain (or reinstate) state insurance licenses and FINRA certifications.
Local Charities We Support:
At the Schachle General Agency, we are deeply committed to serving our local community and supporting charitable organizations that align with our values. Some of the local charities we are passionate about supporting include:
  • Seminarian Education and vocations to religious life
  • Pro-life Causes
  • Special Needs Events
Charity lies at the heart of everything we do, supporting a wide array of initiatives that uplift the sick, disabled, and those in need. As a fraternal benefit society, we deliver financial security for members and their families, transforming premiums into meaningful charitable impact. Guided by our principles of Charity, Unity, Fraternity, and Patriotism, we uphold core values of Integrity, Professionalism, Excellence, and Respect, making our organization a fulfilling and mission-driven career home. Through donations, volunteer efforts, and event sponsorships, we strive to make a meaningful impact on these organizations and the communities they serve.Meet Our Local Leaders:Daniel - General Agent:
  • How long with the agency? Twenty+ Years
  • Prior To? Daniel served in the United States Air Force (USAF) and worked in papermaking before joining the agency in 2005.
  • Passionate About? Daniel is a private pilot and an officer in the Civil Air Patrol, serving the official Auxiliary of the USAF. He loves family camping trips and is passionate about helping young people develop leadership skills. Daniel is the President of his Parish Council and runs the altar server program at his parish.
  • Vision for Growth: Daniel is passionately dedicated to expanding the agency’s impact across Tennessee and Kentucky, focusing on empowering agents through professional development. His goal is to help ensure that more families achieve financial security and peace of mind, all while growing the legacy of the agency through dedicated service.
Lance - Assistant General Agent:
  • How long with the agency? Started in 2016.
  • Prior Experience? 20 years in the mortgage industry.
  • Passions About? He enjoys spending time with his family, supporting his church, refereeing basketball games, and cheering for the University of Memphis sports teams.
John - Field Agent:
  • How long with the agency? Started in 2023.
  • Prior Experience? Active-duty Army, now in the Army Reserves as a Green Beret.
  • Passions About? He is an ultra-marathon runner, a devoted family man, and loves mentoring youth at his church. He spends time in Kentucky for both his Army and agency commitments.
We welcome you to apply today and explore a career with us!Flexible work from home options available.

Schachle General Agency