ABOUT US
Our firm has been leading the financial services industry for over 30 years, and we are rapidly opening new offices in the Southern California area. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Pacific Life, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educational approach we provide to our clients. So in the end, they are able to make better financial decisions for their family.
WHO WE'RE LOOKING FOR
Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level financial professional and to develop into management and leadership positions (because we only promote from within) to oversee the new offices we are opening.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance).
OUR COMPANY OFFERS:
***WFH Remote Position
Full, In Depth Training & Mentorship Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential (1099 Production Based/Commission-Only Position)
Stability and Security
QUALIFICATIONS:
Outstanding communication skills, both verbal & written
Able to work effectively in a team environment
Detail-oriented and the ability to follow up on tasks
Work effectively under pressure and maintain a positive attitude
Capable of multi-tasking, prioritizing, and managing time efficiently
REQUIREMENTS:
►Minimum 18 years of age
►Legal U.S. Resident, Citizen or Work Permit with SSN
►Able to pass a background screening
►Willing to complete licensing requirements within 60 days
►Accountable with high level of integrity (critical in this regulated and customer based industry)
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