Financial Advisor Remote

HirePath Network

Riverside (CA)

Hybrid

USD 65.000 - 80.000

Vollzeit

Vor 3 Tagen
Sei unter den ersten Bewerbenden

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Benefits dieser Stelle

Hybrid schedule
Flexible hours
Warm leads provided
Training & licensing support
Mentorship & leadership path

Zusammenfassung

HirePath Network is hiring a Bilingual Financial Advisor, primarily remote with some in-person days in San Diego. You will listen to Spanish-speaking families, explain options in Spanish, and guide them to the right financial protection plans.

No experience is required; the company provides full training and licensing support. Weekly pay, with a first-year average of $65,000–$80,000, based on commissions and bonuses.

Qualifikationen

  • Fluent in Spanish with English a plus.
  • No prior experience required and training provided.

Aufgaben

  • Contact families by phone and video to provide information.
  • Explain options in Spanish and guide enrollment.
  • Recommend the right plan and support enrollment processes.
  • Build long-term relationships and referrals.
  • Track activity in CRM and work toward goals.

Kenntnisse

Fluent Spanish
English helpful

Tools

CRM

Jobbeschreibung

Description spanish below. descripcion en espanol abajo.
Tired of spending hours in traffic just to get to work? Join us as a Bilingual Financial Advisor. You’ll work mostly from home, with some in-person days at our San Diego office.

For over 75 years, we have helped Spanish-speaking families across the United States protect their health, their income, and their loved ones. As an advisor, you will listen to each family, explain their options in Spanish, and guide them to the right decision.

No experience needed. We train you from day one

Compensation
Weekly pay, with a first-year average of $65,000–$80,000. Commission and bonus-based, with uncapped earnings.

What You’ll Do

  • Contact families who requested information, by phone and video call
  • Understand their needs and explain their family protection options
  • Recommend the right plan and guide them through enrollment
  • Follow up and build long-term relationships and referrals
  • Track your activity in our CRM and work toward personal and team goals

Requirements

  • 18 years of age or older
  • Live within reach of San Diego for in-person days
  • Legally authorized to work in the United States
  • Fluent in Spanish; English is a plus
  • Computer, reliable internet, and a quiet place to work
  • Willing to complete training and obtain the required state license

What We Offer

  • Hybrid schedule: mostly remote, some days in San Diego
  • Flexible hours
  • Warm leads provided
  • Full training, licensing support, and one-on-one mentorship
  • A clear, step-by-step path to leadership
ESPAÑOL

Asesor(a) Financiero(a) – Híbrido | Bilingüe | Sin Experiencia

¿Cansado(a) de pasar horas en el tráfico para llegar a trabajar? Únete como Asesor(a) Financiero(a) Bilingüe. Trabajarás mayormente desde casa, con algunos días presenciales en nuestra oficina de San Diego.

Desde hace más de 75 años ayudamos a familias hispanas en todo Estados Unidos a proteger su salud, sus ingresos y a sus seres queridos. Como asesor(a), escucharás a cada familia, le explicarás sus opciones en español y la guiarás para tomar la mejor decisión.

No necesitas experiencia. Te capacitamos desde el primer día.

Compensación
Pago semanal, con un promedio de $65,000–$80,000 en el primer año. Basado en comisiones y bonos, sin tope de ingresos.

Lo que harás

  • Contactar por teléfono y videollamada a familias que pidieron información
  • Conocer sus necesidades y explicarles sus opciones de protección familiar
  • Recomendar el plan adecuado y acompañarlas en la inscripción
  • Dar seguimiento y construir relaciones de largo plazo y referidos
  • Registrar tu actividad en nuestro CRM y trabajar por metas personales y de equipo

Requisitos

  • Tener 18 años o más
  • Vivir a una distancia razonable de San Diego para los días presenciales
  • Autorización legal para trabajar en Estados Unidos
  • Español fluido; el inglés es un plus
  • Computadora, internet estable y un espacio tranquilo para trabajar
  • Disposición para capacitarte y obtener la licencia estatal requerida

Qué ofrecemos

  • Horario híbrido: mayormente remoto, algunos días en San Diego
  • Horario flexible
  • Contactos de clientes proporcionados
  • Capacitación completa, apoyo para tu licencia y mentoría personalizada
  • Un plan claro, paso a paso, para crecer al liderazgo
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