Financial Services Business Developer - Remote & Growth

The Fadil Group; Irvine (CA); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Flexible schedule

Professional Development

Pension contributions

Opportunity for advancement

Job summary

The Fadil Group is expanding and seeks licensed professionals for financial services in Irvine, CA. In this role, you will build long-term client relationships and offer tailored financial solutions including insurance and financial planning. Successful candidates should possess strong interpersonal skills and the ability to construct comprehensive financial strategies. This position provides mentorship, professional development, and flexible work-from-home options.

Qualifications

• Previous experience in financial services or business development is beneficial but not required.
• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Strong interpersonal and communication skills

Analytical thinking

Ability to build trust and rapport with clients

Education

Bachelor's degree

Job description

The Fadil Group is expanding and seeks licensed professionals for financial services in Irvine, CA. In this role, you will build long-term client relationships and offer tailored financial solutions including insurance and financial planning. Successful candidates should possess strong interpersonal skills and the ability to construct comprehensive financial strategies. This position provides mentorship, professional development, and flexible work-from-home options.