Financial Representative Bilingual Preferred

Beer Financial Group; California; Hybrid; USD 50,000 - 90,000; Full time

Job summary

An established industry player seeks a dedicated Financial Representative who is bilingual and deeply connected to the community. In this role, you will provide expert financial advice, develop personalized strategies, and build lasting relationships with a diverse client base. With a strong focus on client goals, you'll help them achieve financial security through tailored solutions in retirement planning, insurance, and investment strategies. This position offers exceptional growth opportunities, extensive training, and a supportive environment that values your contributions. If you're passionate about finance and eager to make a difference, this is the perfect opportunity for you.

Benefits

Stipend

Retirement Plans

Performance Bonus

Company Parties

Dental Insurance

Flexible Schedule

Health Insurance

Training & Development

Vision Insurance

Leadership Opportunities

Qualifications

• Strong verbal and written communication skills are essential.
• Prior sales/business experience is preferred.

Responsibilities

• Engage with clients to understand their financial needs and provide guidance.
• Design and implement personalized financial strategies for clients.

Skills

Communication Skills

Sales Experience

Interpersonal Skills

Bilingual

Education

BA or BS degree from a four-year institution

Job description

Benefits:

1. Stipend
2. Retirement
3. Bonus based on performance
4. Company parties
5. Dental insurance
6. Flexible schedule
7. Health insurance
8. Opportunity for advancement
9. Training & development
10. Vision insurance

Join the Winning Team at Beer Financial Group!

Are you bilingual and deeply connected to your local community? Join Beer Financial Group as a Financial Representative and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base.

Our growing network office is located at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA. Remote representatives serving Greater Palm Desert, CA. The expectation is to be in the office at least three days per week.

Financial Representatives at Beer Financial Group offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each client’s unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.

Key Responsibilities: As a Financial Representative, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. You will also be expected to commute to our local office at least 3 days a week.

Required Skills: BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.

Preferred Skills and Experience:

• Bilingual
• Passionate about Business and Finance

Additional Benefits:

1. Exceptional income potential
2. Leadership opportunities
3. Extensive training and development; mentorship provided
4. Sponsorship of Licenses: FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license
5. Development stipends
6. Expense allowance
7. Comprehensive medical coverage
8. Two company funded retirement plans: a traditional pension plan and a defined contribution plan
9. Group life and disability income insurance

Flexible work from home options available.