Entry Level Financial Associate

We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.

Responsibilities:

• Develop and maintain knowledge of the evolving products and services
• Provide information about the products and services
• Advise and educate clients on financial decisions to find the best solutions for their needs
• Advise clients how to prepare financially in the event of illness, aging and death
• Prepare and conduct presentations recommending various financial solutions
• Network and build relationships with new and existing clients

Preferred Qualifications/skills:

• Previous experience in finance, customer service, business, or related fields is not required, but is a plus
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• Interpersonal communication skills
• Organizational skills, ability to prioritize
• Ability to build rapport with clients
• High professional standards and integrity
• Self-motivated, self-starter

Benefits

• Variety of bonuses
• Trips for qualifiers
• Leadership development
• Monthly/annual awards and recognition
• Partnership with companies of premier financial strength and integrity
• Access to state-of-the-art financial analysis software
• Flexibility in scheduling to accommodate career and personal needs
• World-class compensation (performance based)
• Trails, residuals and renewal income

About the company

We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.

We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.

Commission (No limitation to earnings)