Licensed Financial Advisor

Falcon PG; San Diego (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Marketing resources

Mentorship program

Administrative assistance

Job summary

Bighorn Law is seeking a licensed Financial Advisor who enjoys connecting with people, understanding their insurance needs, and providing clear, dependable guidance. You will build your own client base while receiving mentorship, marketing resources, and case-processing support.

The role emphasizes prospecting, insurance sales, and client follow-up, with access to full marketing support and managed provider contracting to assist your outreach and professional presence.

Qualifications

• Licensed Financial Advisor with active license.
• Experience in prospecting, insurance sales, and client follow-up.
• Ability to build a personal client base while leveraging mentorship and marketing resources.

Responsibilities

• Prospect for new clients and identify insurance needs.
• Sell insurance products and provide clear, dependable guidance.
• Follow up with clients and maintain ongoing relationships.

Job description

We are seeking a licensed Financial Advisor who enjoys connecting with people, understanding their insurance needs, and providing clear, dependable guidance.

This role focuses on prospecting, insurance sales, and client follow-up. You will build your own client base while receiving mentorship, marketing resources, and case-processing support.

What to Expect

• Multiple-provider access: The flexibility to compare available offerings and identify suitable options for each client.
• Full marketing support: Materials, resources, and guidance to strengthen your outreach and professional presence.
• Managed provider contracting: Falcon coordinates contracting and handles provider negotiations on your behalf.
• Business support: Onboarding, mentorship, product training, case design, application processing, CRM, and administrative assistance.