Experienced Business Development Professional

Overview

This role is part of a district office that supports individuals and businesses in achieving financial goals through personalized insurance solutions and financial planning. Responsibilities focus on building long-term client relationships, understanding unique needs, and delivering tailored financial solutions.

The district office location is 18575 Jamboree Rd Irvine CA 92612.

Responsibilities

• Client consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial planning: Develop comprehensive financial plans that include 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 needed.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• Education: A bachelor's degree is preferred.
• Experience: Previous 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

• Bonus based on performance
• Competitive compensation structure including performance incentives, with no ceiling
• Company-funded pension and contributions to PFGF (profit-sharing retirement plan designed to support long-term financial future)
• Dental insurance
• Health insurance
• Vision insurance
• Flexible schedule
• Flexible work from home options available
• Opportunity for advancement
• Training & development, including sponsorship for advanced certifications
• Support and mentorship from a dedicated planning team, marketing resources, and experienced mentors
• Retirement benefits

Location

18575 Jamboree Rd Irvine CA 92612