Financial Advisor with Sales Background

Overview

A district office team is seeking a Financial Advisor to help individuals and businesses achieve financial goals through personalized insurance solutions and financial planning. This role focuses on building long-term client relationships, understanding clients’ unique needs, and providing tailored financial solutions.

Responsibilities

• Client consultation: Engage with clients to understand financial goals, aspirations, and concerns.
• Financial planning: Develop comprehensive plans that include investments, insurance, and retirement.
• Insurance solutions: Recommend and implement insurance strategies to protect clients’ assets and income.
• Ongoing support: Monitor plans and provide regular updates, adjusting strategies as needed.
• Networking: Build and maintain a client network through referrals, community involvement, and professional associations.

Qualifications

• Education: Bachelor’s Degree is strongly preferred or military equivalent.
• Experience: Previous experience in sales, 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

• Experience working in sales, financial services, insurance, or business development.

Compensation & Benefits

• Bonus based on performance
• Competitive compensation structure including performance incentives, with no ceiling
• Dental insurance
• Health insurance
• Vision insurance
• Flexible schedule
• Opportunity for advancement
• Training & development
• Company parties
• Professional development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• 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

18575 Jamboree Rd, Irvine, CA 92612

Additional Information

• Flexible work from home options available.