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Entry Level Financial Representative - Insurance Sales

Vets Hired · vetshired.us
San DiegoHybridEntry level
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Posted 1 month ago. 5 more Insurance / Claims / Underwriting jobs in San Diego, California went up on company career pages this week. See the newer ones

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Straight from the company’s own careers site.

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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