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 LevelLarge
Full TimeEntry LevelLarge
Job Summary
Engage with clients to understand their financial goals, aspirations, and concerns, then develop comprehensive financial plans covering investments, insurance, and retirement. Recommend and implement insurance strategies to protect assets and income, while monitoring client plans and adjusting strategies as needed. Build and maintain a network of clients through referrals, community involvement, and professional associations. Obtain necessary licenses such as Series 6, 63, and state insurance licenses with training and sponsorship available. Flexible work from home options are available.
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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