Entry Level Financial Representative

Military, Veterans and Diverse Job Seekers

  • San Diego, California
  • 30+ days ago

    Highlights

    Build- Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Pre-Licensing Training - agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.

    Numbers & Facts

    LocationSan Diego, California

    Description

    As a Financial Services Professional Expect To

    • Build- Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
    • Gain Expertise- Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
    • Guide- Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
    • Own- Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.

    How You Will Provide Support

    • Hybrid Experience- Flexible in-office schedules once you complete your agent training and take off as a producing agent.
    • Pre-Licensing Training - agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
    • Award-winning Training- Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Our company has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
    • Advancement Opportunities- Benefit-eligible management positions within local branch structure.

    What makes a great Financial Services Professional?

    • Informative- Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
    • Driven- Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
    • Sociable- Strong relationship building and communication skills will bond you with clients and colleagues.
    • Dreamer- Competitive and entrepreneurial spirit to achieve success both for yourself and others.

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