Financial Services Representative

We are looking for motivated, people-oriented individuals to join our team as Financial Services Representatives. In this role, you will work directly with clients to help them develop a personalized financial game plan based on their individual goals and needs.

Key Responsibilities:

● Meet with clients to discuss financial goals and provide guidance on retirement planning, income protection, and debt solutions.

● Build and maintain strong client relationships through ongoing communication and account support.

● Assist clients with updating and maintaining their accounts.

● Utilize our CRM system to manage client information, follow-ups, and appointments.

● Connect with potential clients through social media, networking, and face-to-face community outreach.

● Conduct client appointments through Zoom or in-person at the client’s home or another agreed-upon location.

● Provide ongoing education and support to help clients make informed financial decisions.

● Develop professional relationships and contribute to the growth of the team.

Requirements &* Licensing*:

● Complete the your state requirements course education program for licensing.

● Successfully pass the applicable state licensing examination.

● Obtain a Life Insurance license.

● Be willing to pursue an investment-related license as required for the position.

● Strong communication and interpersonal skills.

● Self-motivated, coachable, and willing to learn.

● Comfortable working with clients both virtually and in person.

● Ability to build relationships and network within the community and through social media.

What We’re Looking For:
Someone who enjoys helping people, is motivated to learn, and wants the opportunity to build a career in the financial services industry. Previous financial experience is helpful but not required; training and licensing support are provided.

Pay: $40,000.00 - $100,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Hybrid remote in Burbank, CA 91502