EntryLevel Financial Representative

Falcon PG; San Diego (CA); Hybrid; USD 85,850 - 115,150; Full time

Benefits offered by this job

Flexible schedule

Health, dental, vision insurance

401(k), pension, life insurance

Training allowance and incentives

Licensing sponsorship and development

Job summary

Falcon PG is seeking ambitious individuals in San Diego, CA to join our finance-focused team as Financial Representatives. The role emphasizes structured training, mentorship, and a path to leadership advancement within the financial services industry.

As a Financial Representative, you will guide individuals, families, and businesses toward long-term financial goals. Company-supported licensing and ongoing training are provided to help you succeed in a rewarding career with meaningful impact.

Qualifications

• Authorized to work in the United States.
• Located in San Diego, CA or willing to relocate.
• Willing to obtain financial licenses and certifications with company support.
• Experience in customer service or sales is a plus.
• Ability to explain complex financial concepts clearly.

Responsibilities

• Operate in a hybrid model with in-person meetings and training.
• Follow a leadership advancement track with career growth potential.
• Engage in coaching, mentorship, and training programs.
• Provide guidance on insurance, investments, and retirement planning.
• Ensure compliance with financial industry standards and licensing requirements.

Skills

Communication skills

Customer service

Sales

Independent work

Team collaboration

Education

Financial licenses/certifications (required)

Job description

Location: Must located in San Diego, CA. 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.

Eligibility

We can only consider applicants authorized to work in the United States.

Responsibilities

• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Follow a leadership advancement track with career growth opportunities.
• Engage in structured coaching, mentorship, and training programs.
• Provide guidance on insurance, investments, and retirement planning.
• Ensure compliance with financial industry standards and licensing requirements.

Qualifications

• Must located in San Diego, CA.
• Experience in customer service or sales is a plus.
• Ability to communicate complex financial concepts in a clear and relatable manner.
• Proven track record of setting and achieving personal or professional goals.
• Strong desire to learn and grow within the financial services industry.
• Ability to work independently and as part of a collaborative team.
• Comfortable with a hybrid work model, including in-person meetings and training.
• Commitment to obtaining necessary financial licenses and certifications with company support.

Compensation

$101,000 per year.