Entry Level Financial Representative

We are looking for motivated, coachable, and people-oriented individuals who are interested in building a career in the financial services industry.

As a Financial Services Representative, you will help individuals and families better understand important financial concepts and available solutions related to life insurance, investments, retirement planning, education funding, and overall financial protection.

No previous financial services experience is required. Training and mentorship are provided to help qualified candidates learn the business and work toward the appropriate licenses required for the products and services they offer.

Responsibilities

• Meet with individuals and families to understand their financial needs and goals
• Educate clients on basic financial concepts and strategies
• Help clients understand life insurance and financial protection options
• Discuss retirement and long-term investment strategies with appropriately licensed clients
• Assist clients with developing financial goals and action plans
• Build and maintain long-term client relationships
• Follow up with prospective and existing clients
• Participate in ongoing training, coaching, and professional development
• Maintain compliance with company and industry regulations
• Work toward obtaining applicable insurance and securities licenses, as required

Areas You May Learn About

• Life Insurance
• Retirement Planning
• Investment Fundamentals
• Mutual Funds and Investment Accounts
• IRAs and Roth IRAs
• Education Planning
• 529 Plans
• Debt Management Strategies
• Emergency Funds
• Building Long-Term Wealth
• Financial Protection and Estate Planning Concepts

Investment products and securities related services may only be offered by individuals who hold the appropriate licenses and registrations.

Qualifications

We are looking for individuals who are:

• Motivated and willing to learn
• Professional and dependable
• Comfortable communicating with people
• Coachable and open to mentorship
• Interested in finance, business, entrepreneurship, or helping families
• Able to work independently and as part of a team
• Willing to complete required licensing and training
• 18 years of age or older
• Able to pass applicable background and licensing requirements

No prior insurance, investment, or financial services experience is required.

What We Offer

• Flexible part-time or full-time opportunities
• Professional training and mentorship
• Financial education and industry training
• Licensing guidance
• Opportunity to develop leadership and business-building skills
• Performance-based advancement opportunities
• Supportive team environment
• Opportunity to build a career in the financial services industry

Compensation

This is a performance based financial services opportunity. Compensation may include commissions and other applicable incentives based on licensed activities, production, and company guidelines.

This is not a traditional hourly or salaried position unless otherwise specified.

Who This Opportunity May Be Good For

This opportunity may be a good fit for someone looking to:

• Start a career in financial services
• Develop a part-time income opportunity
• Transition into the insurance or investment industry
• Learn more about personal finance and wealth-building concepts
• Build communication, leadership, and business skills
• Work toward becoming a licensed financial professional

Join Our Team

If you are motivated, willing to learn, and passionate about helping individuals and families become more financially informed, we would like to hear from you.

Apply today to learn more about the opportunity, licensing process, training program, and career path.

Pay: $54,994.93 - $66,230.45 per year

Benefits:

• Financial planning services
• Paid training

Work Location: Hybrid remote in Burbank, CA 91502