Entry-Level Financial Representative

Overview

This role involves joining a team focused on helping individuals and businesses work toward their financial goals through personalized insurance solutions and financial planning. Responsibilities include building long-term client relationships, understanding individual needs, and providing tailored financial solutions.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans covering investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients’ assets and income.
• Ongoing Support: Monitor clients’ financial plans and provide regular updates, adjusting strategies as circumstances change.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications

• Education: A bachelor’s degree is preferred.
• Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Preferred Qualifications

• Prior experience in financial services, insurance, or business development.

Compensation & Benefits

• Retirement
• Bonus based on performance
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Company parties
• Professional development: Ongoing training and development programs, including sponsorship for advanced certifications.
• Income potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-life balance: Flexibility to create a schedule that fits your lifestyle and goals.

Location

• Manhattan Beach, CA
• Office location: 1230 Rosecrans Ave, Suite 100, Manhattan Beach, CA 90266
• Flexible work from home options available.