Financial Advisor

Sagient is growing and we are currently looking for Financial Advisors at all levels. 

If you are an experienced advisor with a book of business, look no further! We have the resources to take your practice to the next level. 

If you have been in the business for a short time and need the training to build something sustainable, we can help! 

If you are new to the business, we have the model and the support to get you started on the right track and find success. 

We are seeking self-motivated, driven individuals with enterprising spirits, integrity, and a passion for making a positive impact on people’s lives. We provide comprehensive training, resources, and specialized marketing support for your long-term success. Sagient offers life insurance, retirement income, investments, long-term care insurance, annuities, and small business solutions. 

In order to ensure that your application is considered, please take the time to thoroughly answer the screener questions provided. These questions are an important part of our selection process and help us better understand your qualifications and suitability for the role.

Career Description 

We are expanding our presence in Hawaii. Financial Advisors help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. Sagient is dedicated to prudent financial management, high-quality products, and impeccable service. 

Training, Support, and Professional Development 

Sagient offers a comprehensive Training Program, full marketing support, as well as prospecting and technical assistance. Our customized mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. Sagient provides the resources and ongoing support you need, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself. 

Responsibilities 

• Provide financial planning support to clients 

• Support investment professionals to cultivate client relationships 

• Prepare financial plans and check their accuracy 

What we are Looking For 

• Entrepreneurial Spirit – With risk comes reward. Action and accountability, along with a tailored plan for success, takes an idea and can create a sustainable long-term model. 

• Client Centric – Our clients are essential to what we do. Planning puts them front and center. Making sure we listen and offer holistic, comprehensive advice is essential to Sagient’s values.  

• Relationship Driven – We want to develop lasting bonds with the people we serve. That requires genuine interest, patience and selflessness. When we listen, empathize and provide solutions to their particular needs we can retain the right to help for generations to come. 

• Lifelong Learners – We are looking for individuals that are curious and always want to know more. This business is constantly evolving and changing and there is so much to discover. There’s always new ways to empower your practice and impart wisdom to your fellow advisors and our clients. 

Who we are Looking For 

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.  

Qualifications 

• Bachelor's degree in Finance or related field 

• Strong understanding of the investment business 

• Excellent interpersonal skills 

Our Mission 

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. 

Apply today!