Client Advisor with Athletic Background

Salinas Financial Group; Manhattan Beach (CA); Hybrid; USD 76,000 - 193,000; Full time

Benefits offered by this job

Retirement

Health insurance

Dental insurance

Vision insurance

Life insurance

Ongoing professional development

Bonus based on performance

Flexible schedule

Local culture of support

Job summary

Salinas Financial Group in Manhattan Beach, California, is looking for candidates to join their team as Financial Representatives. The role emphasizes educating clients on financial planning and building lasting relationships. Ideal candidates should possess strong communication skills and a goal-oriented mindset. The position offers flexible work-from-home options and performance-based compensation with uncapped earning potential, along with numerous benefits including health and retirement plans.

Qualifications

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Willingness to obtain needed licenses, support provided.

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Skills

Communication skills

Interpersonal skills

Goal-oriented

Service-focused

Team-oriented

Education

Bachelor's Degree

Job description

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Location: 1230 Rosecrans Ave, Suite 100 Manhattan Beach, CA 90266

Flexible work-from-home options available.

Why Current and Former Athletes Could Thrive Here

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why this career could be ideal for athletes:

• Teamwork and Collaboration
• Resilience and Determination
• Goal-Oriented Mindset
• Discipline and Time Management
• Competitive Spirit

Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw

What We Value

• Predictable growth and performance-based results.
• A collaborative, high-support team environment.
• Full training across the business development process.
• Proven systems, technology, and operational support.
• Leadership opportunities and strong work-life balance.

Candidate Characteristics

• Take ownership and responsibility
• Strong communicators who enjoy helping others make confident decisions
• Team-oriented, driven, and growth-minded
• Service-focused with integrity and professionalism

Position Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Position Requirements

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Willingness to obtain needed licenses, support provided by NM.

Performance-Based Compensation

Performance-based compensation with uncapped earning potential:

• Average vs Top 25%

Year 1 | $76,000 - $193,000

Year 3 | $103,000 - $202,000

Year 5 | $139,000 - $289,000

Year 10 | $234,000 - $490,000

Year 15 | $341,000 - $790,000

Position Perks

• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Education

• Bachelor's Degree (preferred)