Entry Level Financial Representative - Insurance Sales
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San DiegoHybridEntry level
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The job in short
Insurance sales as a financial representative.
ExcelInsurance
Details
- Found
- 33 d ago · posted 2026-10-03
- Location
- San Diego, California
Full 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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