Financial Representative - Entry Level
$74,000–$100,000 year
On-siteManhattan Beach, California, United States
Manhattan Beach, California, United StatesOn-siteFull Time$74,000–$100,000 yearEntry LevelEnterprise
Full TimeEntry LevelEnterprise
Job Summary
Consult clients on financial goals and develop comprehensive plans covering investments, insurance, and retirement. Recommend and implement tailored insurance strategies to protect assets while monitoring progress and adjusting for changing circumstances. Build a professional network through referrals and community involvement to secure ongoing support. Obtain necessary licenses such as Series 6, 63, and state insurance credentials with available training. Join a team focused on empowering individuals to build meaningful careers through mentorship and purpose-driven work.
Required Qualifications
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)
Desired Qualifications
- A bachelor's degree is preferred
- Previous experience in financial services, insurance or business development is beneficial but not required
- Strong interpersonal and communication skills
- Analytical thinking
- The ability to build trust and rapport with clients
- Flexible work from home options available
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