Entry-Level Financial Professional

EA Financial; San Jose (CA); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services company is seeking an Entry-Level Financial Professional to educate clients about financial strategies and solutions. The position offers training and mentorship, with no prior experience necessary. Responsibilities include assisting clients, managing interactions, and adhering to regulatory guidelines. Ideal candidates should possess ambition and customer service experience. Flexible working options are available, promising significant compensation tied to performance and effort.

Qualifications

• Must be age 18 or older and U.S. citizen.
• Ability to pass a background check.
• Ability to pass a state licensing exam.
• Computer with a camera required.

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage resources to deliver operational excellence.
• Manage client interactions while adhering to regulations.
• Adhere to established processes in activities.

Skills

Customer service experience

Management experience

Ambition

Drive to impact community

Job description

About the job Entry-Level Financial Professional

ABOUT THE JOB

Our purpose is to empower people to achieve financial well‑being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work.

We believe in a holistic approach to financial empowerment, which is why we have a three‑part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact.

As an Agent, you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. As all training is provided by our expert leadership, no prior financial industry experience is required. We favor those who have demonstrated experience in serving others as educators, military personnel or public servants, and are willing to grow their skillset.

A strong entrepreneurial or leadership focus is a plus, as we do not believe in micromanagement and empower our agents to take initiative. You will engage with clients, providing financial education and support needed in a timely, professional and courteous manner. Agents provide financial knowledge, education, and strategies for business matters, insurance protection, retirement, savings and estate planning to help clients and business owners tailor‑make their ideal futures.

We are in the most highly compensated field, where your hard work, dedication and commitment to serving others will be rewarded. Your earnings will be directly tied to your performance and effort. Compensation and advancement opportunities are tailored to your career goals. Please keep in mind, no prior financial skills or experience is required–we are strongly committed to finding good‑hearted leaders who are willing to be trained and coached to execute this position successfully.

Responsibilities

• Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adhere to established processes, laws, and guidelines in performing day‑to‑day activities, such as submitting policies and account maintenance.
• Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements.

Must have

• Ambition & drive to make a positive impact in the community.
• Customer service and/or management experience.
• Ability to pass a background check.
• Ability to pass a state licensing exam.
• Age 18 or older and U.S. citizenship.
• Computer with a camera.

We provide

• Study materials and preparation support to pass your exam within 1 week.
• Remote & hybrid work options.
• In‑house online tools and training.
• Personalized scheduling to accommodate your lifestyle.
• Weekly training and coaching by top industry leaders.
• A proven system that will lead to your success, if followed.