Financial Professional – Market Developer

Location: San Diego, CA
Compensation: Performance-based with uncapped earning potential
Experience: Sales or Customer Service Experience Required

Build a Career Where Your People Skills Can Create Real Financial Impact

Are you a strong communicator who enjoys helping people, building relationships, and working toward meaningful goals?

Falcon Pacific Group is looking for motivated professionals in the San Diego area who want to build a career in financial services while developing valuable skills in client relationships, business development, and leadership.

You do not need prior financial services experience. We provide structured training, mentorship, and ongoing coaching to help you develop the knowledge and skills needed to succeed.

If you have experience in sales, customer service, client relations, business development, or another people-focused role, this could be an opportunity to turn those skills into a long-term career.

What You'll Do

• Meet with individuals, families, and business owners to understand their financial goals and priorities.
• Conduct personalized consultations by phone and Zoom.
• Educate clients on foundational financial concepts, including protection, savings, and long-term wealth strategies.
• Help clients explore financial solutions based on their individual needs and goals.
• Build lasting relationships through ongoing communication, education, and client service.
• Follow established systems and processes to create a consistent and professional client experience.
• Participate in training, coaching, and mentorship to continuously improve your financial knowledge and client advisory skills.
• Develop professional networking and business-development skills.
• Work alongside experienced professionals while building toward future leadership opportunities.

What You'll Learn

Even if you're new to financial services, you'll receive training in:

• Financial fundamentals and wealth-building concepts
• Cash-flow management and asset protection
• Long-term financial planning strategies
• Client consultation and relationship management
• Presentation and communication skills
• Business development and professional networking
• Leadership and team development
• Building and managing a professional client base

Who We're Looking For

We're looking for people who are:

• Located in or near San Diego, CA
• Experienced in sales or customer service
• Motivated by personal and professional growth
• Comfortable communicating with clients by phone and Zoom
• Coachable and willing to learn
• Self-motivated and able to work independently
• Interested in building strong, long-term professional relationships
• Entrepreneurial-minded and interested in developing a scalable career
• Looking for more than simply a job and interested in long-term professional growth

Your Background May Include

Your previous experience could be in:

• Sales
• Customer service
• Client relations
• Account management
• Business development
• Retail or hospitality
• Education
• Real estate
• Recruiting
• Banking or financial services
• Entrepreneurship
• Other customer-facing or relationship-driven roles

No prior financial services experience is required. Training is provided.

Training & Mentorship

You won't be expected to figure everything out on your own.

Our development program includes:

• Structured onboarding
• Hands-on training
• One-on-one mentorship
• Daily and weekly professional development
• Coaching from experienced professionals
• Proven systems and processes
• Ongoing support and accountability
• Leadership development opportunities

Our goal is to help you build confidence, develop professional expertise, and create a foundation for long-term success.

Why Falcon Pacific Group?

We believe talented people can build a meaningful career when they're given the right training, mentorship, systems, and opportunity.

We provide a platform designed to help professionals:

• Develop valuable financial and business skills
• Build a strong professional network
• Develop their own client relationships
• Access modern CRM and automated follow-up technology
• Learn proven business-development processes
• Develop leadership and mentoring skills
• Create a flexible work structure
• Increase their earning potential based on performance

Compensation & Career Growth

This is a performance-based opportunity, designed for individuals who are motivated by results and want greater control over their earning potential.

Rather than a traditional fixed-salary career path, compensation can grow as you develop your skills, build client relationships, and expand your business.

There are also opportunities to develop into leadership and team-development roles as your experience grows.

Is This Opportunity Right for You?

This may be a strong fit if you're currently in a sales or customer service position and are looking for:

More growth. More flexibility. More responsibility. More earning potential.

If you're ready to learn, willing to be coached, and interested in building a long-term career in financial services, we'd like to hear from you.

Apply today to learn more about Falcon Pacific Group and the opportunity.

Pay: $85,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Health insurance
• Tuition reimbursement

Work Location: Hybrid remote in San Diego, CA 92130