Bartanian & Associates
Financial Representative / Advisor Trainee (Licensing Provided)
Skills
12 days ago
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Important information
Contract type:
Permanent, Freelance / Contract, Part time
Salary:
$40,000 – $120,000 / year
Location:
Burbank, CA, USA
Work mode:
Hybrid
Published on:
12 October 2026
What they need
Are you looking for a meaningful career with flexible hours, leadership mentorship, and uncapped income potential?
At Bartanian & Associates, backed by Primerica, Inc. (NYSE: PRI), we believe every family deserves straightforward, honest financial guidance. We are actively expanding our Burbank office and seeking driven, coachable individuals to join us as Financial Representatives.
Whether you are seeking a flexible part-time transition or looking to build a full-time financial practice, we provide the platform, hands-on mentorship, and licensing support you need to succeed. No prior finance background is required—we train you from the ground up.
Why Join Our Team?
- State & Federal Licensing Support: We guide and sponsor qualified candidates through state life insurance licensing and FINRA securities registrations.
- Complete Schedule Flexibility: Set your own calendar. Work around your current career, family commitments, or education.
- Direct 1-on-1 Mentorship: Learn side-by-side with experienced agency leaders who assist you on client appointments while you master the business.
- Uncapped Growth: Performance-based compensation, multiple bonus structures, passive residual income, and clear paths to agency leadership.
- Purpose-Driven Work: Help real families eliminate debt, protect their futures, and achieve financial independence.
Key Responsibilities
- Meet with everyday families and professionals (in person or via Zoom) to assess their financial goals.
- Present customized financial solutions, including term life insurance, debt reduction plans, retirement strategies, and mutual funds.
- Demystify personal finance by teaching clients simple, actionable money habits.
- Build and nurture a personal client network through community outreach, referrals, and professional networking.
- Participate in weekly team trainings, skill workshops, and leadership development sessions.
- Maintain the highest standards of ethics, integrity, and regulatory compliance.
Qualifications & Requirements
- Education: High school diploma or equivalent required (Associate’s or Bachelor’s degree in Business, Communications, or Finance is a plus).
- Communication: Strong interpersonal skills—comfortable speaking with new people, active listening, and relationship building.
- Mindset: Highly coachable, entrepreneurial, self-motivated, and committed to personal growth.
- Background: Must be able to pass a standard background check as required for state and federal financial licensing.
- Location: Must reside in the Greater Los Angeles Area and be able to commute to our Burbank office for key meetings and team collaboration.
- Experience: Sales, customer service, education, or hospitality experience is beneficial, but passion and coachability matter most.
Pay: $40,000.00 - $120,000.00 per year
Benefits:
- Flexible schedule
Work Location: Hybrid remote in Burbank, CA 91502
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