Bilingual Mandarin EntryLevel Financial Representative

True Path Financial; Burlingame (CA); On-site; USD 50,000 - 150,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive benefits package

Training allowance and performance-based incentives

Company-sponsored professional development

Job summary

True Path Financial in Burlingame, CA, is offering an opportunity to aspiring finance professionals as Financial Representatives. You will provide financial guidance that empowers individuals and businesses while benefiting from a structured training program designed for personal and professional growth.

The role includes a flexible schedule, a strong work-life balance, and a comprehensive benefits package. Notably, individuals with no prior financial experience are encouraged to apply; training and mentorship are provided.

Qualifications

• No prior financial experience required; comprehensive training included.
• Strong interpersonal and communication skills required.
• Self-motivated, coachable, and driven to succeed.

Responsibilities

• Participate in coaching and mentorship programs.
• Provide guidance on insurance, investments, and retirement planning.
• Attend training to enhance financial expertise.

Skills

Interpersonal skills

Communication skills

Motivated and driven

Leadership

Job description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long‑term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits

• Flexible schedule with a strong work‑life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance‑based incentives.
• Company-sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.
• Authorized to work in the United States.

Responsibilities

• Participate in structured coaching and mentorship programs.
• Provide guidance on insurance, investments, and retirement planning.
• Attend virtual and in‑person training to enhance financial expertise.
• Maintain compliance with industry regulations and licensing requirements.
• Leverage company‑provided marketing tools and industry resources.

Qualifications

• No prior financial experience is required; comprehensive training is included.
• Demonstrated leadership or a proven track record of success.
• Must be authorized to work in the United States.
• Strong interpersonal and communication skills.
• Highly motivated with a strong work ethic.
• Self‑motivated, coachable, and driven to succeed.
• Previous sales experience is advantageous.
• Life and Health Insurance License preferred, but not required.
• Bilingual in English and Mandarin/Cantonese.

Compensation

$50,000 – $150,000+ at plan commission.

$50,000 – $150,000 per year.