EntryLevel Financial Representative

National Life Group - Northern California Agency; United States; Hybrid; USD 40,000 - 80,000; Full time

Benefits offered by this job

Flexible schedule

Health insurance

Dental insurance

Vision insurance

401(k)

Pension

Life insurance

Training stipend

Performance-based bonuses

Company-sponsored travel

Job summary

An established industry player is seeking passionate Financial Services Representatives to join their team. This role is ideal for motivated individuals looking to make a meaningful impact while enjoying a flexible schedule with both remote and in-person work options. Comprehensive training and mentorship will be provided, ensuring that you have the tools and resources necessary to succeed in offering financial solutions to clients. With a full benefits package and opportunities for professional development, this position promises growth and fulfillment for those eager to embark on a rewarding career in finance.

Qualifications

• Self-motivated individuals with excellent communication skills are preferred.
• No prior financial experience is required; training will be provided.

Responsibilities

• Provide guidance on insurance, investments, and retirement planning.
• Work with clients to assess financial needs and develop strategies.

Skills

Communication Skills

Relationship Building

Self-Motivation

Leadership

Education

High School Diploma

Bachelor's Degree

Tools

Marketing Tools

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.

What you will receive:

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

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

Responsibilities:

1. Provide guidance on insurance, investments, and retirement planning.
2. Work within a hybrid model, attending in-person meetings and training sessions as required.
3. Leverage company-provided marketing tools and industry resources.
4. Maintain compliance with industry regulations and licensing requirements.
5. Work with clients to assess financial needs and develop personalized strategies.

Qualifications:

1. Self-motivated, coachable, and driven to succeed.
2. Excellent communication and relationship-building abilities.
3. Must be authorized to work in the US.
4. No prior experience in finance is required—comprehensive training is provided.
5. Competitive mindset with a history of leadership or achievement.