Location: California (Remote & In-Office Opportunities Available, office located in Roseville CA)
Join a leading financial advising and investment firm known for its commitment to excellence, innovation, and client success. We specialize in providing comprehensive financial services, including insurance, investment strategies, and wealth management, tailored to meet the diverse needs of our clients. We help families reach their financial goals.
We are seeking a motivated and experienced Insurance Sales and Investments Representative to join our dynamic team. In this role, you will be responsible for helping clients achieve their financial goals by providing expert advice on insurance products, investment opportunities, and financial planning strategies. All training will be provided by our excellent training coaches. Learn while immediately starting to earn commissions.
Key Responsibilities:
- Build and maintain a robust client portfolio through prospecting, networking, and referrals.
- Assess clients' financial needs and goals, recommending appropriate insurance and investment solutions.
- Present and sell insurance products and investment services, ensuring alignment with clients' objectives.
- Stay current with industry trends, regulations, and product offerings to provide the highest level of service.
- Provide ongoing support and follow-up to ensure client satisfaction and long-term relationships.
- Maintain compliance with company policies, state regulations, and industry standards.
Qualifications:
- Proven experience in sales, customer service, or financial/banking work experience.
- Knowledge of financial products helpful, including insurance policies, investment options, and retirement planning.
- Ability to obtain and maintain a California Insurance License.
- Must hold or be willing to obtain FINRA Series 6, 7, 63, or 65 licenses as required.
- Excellent interpersonal, communication, and negotiation skills.
- Self-motivated with a strong work ethic and commitment to client success.
- Must pass a background check.
Compensation:
- Competitive commission structure with unlimited earning potential.
- Opportunities for performance bonuses and incentives.
- Potential for agency business ownership for top performers.
- Ongoing training and professional development.
Why Join Us?
- Be part of a respected and growing firm with a strong reputation in the financial services industry.
- Work in a collaborative environment with access to a wide range of resources and support.
- Develop your career with opportunities for advancement and ownership.
- Make a significant impact on clients’ financial well-being.
Application Process:
If you are a driven professional with a passion for helping others achieve financial security and success, we encourage you to apply. Please submit your resume and a cover letter outlining your qualifications and interest in this opportunity.
Equal Opportunity Employer: We are an equal opportunity employer and welcome applications from all qualified candidates.
Note: Candidates must pass a background check and obtain the necessary licenses when starting employment.
