Entry-Level Financial Services Representative – Training & Licensing Provided

Are you looking for a career where your effort directly determines your income and impact?

We are expanding our financial services agency and looking for motivated, coachable professionals who want to build a rewarding, independent practice helping individuals, families, and businesses secure their financial futures.

No previous financial background is necessary. Whether you are seeking a full career transition or want to start part-time while keeping your current position, we provide complete, step-by-step mentorship and state licensing sponsorship from day one.

What You Will Do

• Financial Education: Guide families and business owners through fundamental principles of wealth-building, retirement planning, debt elimination, and asset protection.
• Consultative Strategy: Conduct one-on-one financial reviews to design clear, customized blueprints matching clients' unique goals.
• Agency & Practice Growth: Learn the business from experienced leaders, master client acquisition, and gain the option to build and lead your own team of licensed associates.

What We Provide

• Licensing Sponsorship & Preparation: Full study materials and structured coaching to pass your state insurance and securities examinations.
• Hands-On Mentorship: A proven onboarding system where you shadow seasoned representatives while learning how to run client appointments.
• Schedule Flexibility: Set your own calendar—work around family commitments or an existing job.
• Uncapped Growth: Performance-based earnings with no ceiling, including commissions, quarterly bonuses, renewal income, and leadership expansion overrides.

Qualifications

• Strong interpersonal, communication, and relationship-building skills.
• High integrity, self-discipline, and a coachable mindset.
• Must be at least 18 years old and eligible to pass a state background check for financial licensing.
• Background in customer service, sales, education, hospitality, or management is an asset, but enthusiasm to learn is most essential.

Pay: $60,000.00 - $120,000.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Paid training
• Professional development assistance
• Referral program

Work Location: Hybrid remote in Burbank, CA 91502