EntryLevel Financial Advisor

National Life Group - Northern California Agency; Irvine (CA); Hybrid; USD 60,000 - 250,000; Full time

Benefits offered by this job

Flexible schedule

Full benefits package

Training stipend

Professional development programs

Sponsorship for licenses

Job summary

National Life Group - Northern California Agency is seeking motivated individuals to join as Financial Services Representatives. This role provides flexible scheduling with both remote and in-person options, along with full benefits, including health, dental, and retirement plans.

You'll develop client relationships and provide tailored financial solutions with the support of comprehensive training and mentorship. No prior financial experience is needed, making this an ideal opportunity for career transitions. The potential compensation ranges from $60,000 to $250,000 annually.

Qualifications

• No prior experience in finance is required, comprehensive training is provided.
• Must be authorized to work in the US.
• Competitive mindset with a history of leadership or achievement.

Responsibilities

• Develop client relationships and provide tailored financial strategies.
• Utilize marketing tools and resources to grow your client base.
• Attend virtual and in-person training to enhance financial expertise.

Skills

Self-motivated

Strong interpersonal and communication skills

Bilingual in English and Chinese

Job description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed.

Benefits

• Flexible schedule with remote and in-person work options.
• Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
• Training stipend and performance-based bonuses.
• Company-sponsored travel and professional development programs.
• Sponsorship for required licenses and continuing education.

Responsibilities

• Develop client relationships and provide tailored financial strategies.
• Utilize marketing tools and resources to grow your client base.
• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Attend virtual and in-person training to enhance financial expertise.
• Maintain compliance with industry regulations and licensing requirements.

Qualifications

• Self‑motivated, coachable, and driven to succeed.
• Competitive mindset with a history of leadership or achievement.
• No prior experience in finance is required—comprehensive training is provided.
• Must be authorized to work in the US.
• Strong interpersonal and communication skills.
• Bilingual in English and Chinese is a plus.

Compensation

$60,000 - $250,000 potential annually