Entry-Level Financial Services Representative

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Job description

ABOUT US

Our firm has been leading the financial services industry for over 30 years, and we are rapidly opening new offices in the Southern California area. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Pacific Life, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educational approach we provide to our clients. So in the end, they are able to make better financial decisions for their family.



WHO WE'RE LOOKING FOR

Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level financial professional and to develop into management and leadership positions (because we only promote from within) to oversee the new offices we are opening.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance).



OUR COMPANY OFFERS:

WFH Remote Position

Full, In Depth Training & Mentorship Program

Flexible Schedule

Part-Time and Full-Time Positions Available

Exciting Work Environment

Unlimited Growth Potential (1099 Production Based/Commission-Only Position)

Stability and Security



QUALIFICATIONS:

Outstanding communication skills, both verbal & written

Able to work effectively in a team environment

Detail-oriented and the ability to follow up on tasks

Work effectively under pressure and maintain a positive attitude

Capable of multi-tasking, prioritizing, and managing time efficiently





REQUIREMENTS:

Minimum 18 years of age

Legal U.S. Resident, Citizen or Work Permit with SSN

Able to pass a background screening

Willing to complete licensing requirements within 60 days

Accountable with high level of integrity (critical in this regulated and customer based industry)



ENVIRONMENT:
Incredible training program and positive team environment. Must be passionate about learning to help individuals, families, and businesses with short, mid, and long term financial goals, including retirement planning, insurance, investments, etc. Training and flexible work hours can weave into your existing schedule Part Time or Full Time. The right business minded individual is motivated to learn quickly and invest their time to help others. Commission based position (1099). NO prior certification, experience, or education necessary. Work from home, online job. No experience required.

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