Entry Level Financial Representative - Insurance Sales

Military, Veterans and Diverse Job Seekers; San Diego (CA); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Military, Veterans and Diverse Job Seekers is seeking an Entry Level Financial Representative - Insurance Sales to help families reach financial goals through guidance and tailored solutions. You will grow your client base, leverage modern tools, and pursue opportunities in retirement planning and wealth growth while developing your professional skill set.

The role emphasizes a hybrid work arrangement with in-office training and career advancement within the local branch structure, supported by

Qualifications

• Ability to present complicated concepts effectively.
• Self-motivated to network and prospect for new clients.
• Strong time-management skills.
• Honesty and integrity in all client interactions.

Responsibilities

• Build a client base by growing relationships with your network and providing solutions.
• Present clients with retirement protection and wealth growth options.
• Guide clients through important financial decisions using the latest software.
• Take ownership of your career and potential leadership opportunities.

Skills

Networking

Prospecting

Communication

Time management

Relationship building

Tools

CRM software

Latest software

Job description

Entry Level Financial Representative - Insurance Sales

Job Openings Entry Level Financial Representative - Insurance Sales

About the job Entry Level Financial Representative - Insurance Sales

As a Financial Services Professional Expect To

• Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
• Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
• Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
• Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.

How You Will Provide Support

• Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
• Pre-Licensing Training - agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
• Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Our company has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
• Advancement Opportunities - Benefit-eligible management positions within local branch structure.

What makes a great Financial Services Professional?

• Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
• Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
• Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
• Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.