Job Summary
Join our dynamic team as an Entry-Level Insurance Agent and Investment Advisor, where you will play a vital role in guiding clients through their financial journeys. This position offers an exciting opportunity to develop expertise in insurance products, investment strategies, and financial planning while providing exceptional service to clients. You will be empowered to build lasting relationships, analyze financial needs, and recommend tailored solutions that help clients achieve their goals. With comprehensive training and ongoing support, you’ll grow your skills in a fast-paced, rewarding environment dedicated to client success and your professional development.
Duties
- Assist clients in understanding various insurance options, including life, auto, and home, ensuring they select suitable policies.
- Provide investment advisory services by analyzing client financial data and recommending appropriate securities and wealth management strategies.
- Educate clients on estate planning tools such as wills, trusts, and estate law to help secure their legacy.
- Maintain up-to-date knowledge of securities law, financial regulations, and industry standards to ensure compliance in all client interactions.
- Conduct financial analysis to evaluate client portfolios, cash management needs, and investment opportunities using specialized financial software.
- Manage client relationships through regular communication, portfolio reviews, and tailored financial planning sessions.
- Support the onboarding process for new clients by gathering financial information and explaining available products and services clearly.
What We Offer
- Licensing Support
- Flexible Schedule (work from home and in person)
- Career growth opportunities
- Mentorship and Supportive team
Requirements
- Must be 18 years or older
- A proactive attitude with a desire to learn and work hard
- Clean background
- Valid Social Security Number
If you are interested in an opportunity to make more money and/or pursue a rewarding career we would love to meet with you!
Pay: $35,000.00 - $100,000.00 per year
Benefits:
- Flexible schedule
- Paid training
- Professional development assistance
Work Location: Hybrid remote in Burbank, CA 91502
