We are an established insurance and financial services practice looking for a motivated, personable professional to join our team.
The ideal candidate is a newly licensed or early-career Registered Representative who is exceptional with clients, confident on the phone, highly organized, and interested in developing a long-term career in financial services.
Responsibilities include:
- Proactively contacting existing clients and prospects to schedule financial reviews and appointments
- Managing and maintaining the Agent’s calendar and appointment pipeline
- Following up with clients on investment, retirement, life insurance, and financial-services opportunities
- Assisting with preparation and follow-up for client meetings
- Helping identify additional financial needs within our existing client base
- Providing excellent client service by phone, email, and virtual meetings
- Tracking opportunities and ensuring follow-up items are completed
Ideal Candidate:
- Securities licensed or recently licensed, with the ability to become appropriately registered with our broker-dealer
- Excellent telephone and interpersonal skills
- Comfortable making proactive outbound calls
- Organized, dependable, and exceptional with follow-through
- Life & Health license preferred
- Financial-services experience is helpful but not required
- Coachable, ambitious, and interested in learning and growing into a larger financial-services role
This is an excellent opportunity for someone early in their financial-services career who wants hands-on experience working directly with an experienced financial professional and an established client base. There is significant opportunity for professional growth and increased responsibility based on performance.
QUALIFICATIONS:
- Series 6/63/65 or SIE licenses preferred
- SIE, Series 6/63/65, and other relevant certifications
- Strong knowledge of investment products and financial markets.
- Communication and customer service skills.
- Ability to build and maintain customers relationships.
- Detail-oriented with strong analytical skills.
- Proficiency with financial software and tools.
- High ethical standards and professionalism.
We're Hiring!
Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to make an impact, see immediate success, we could be the place for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Business Insurance.
- Our office is located in Huntington Beach, CA.
- Our office is open 9 am to 6 pm Mon-Fri.
- I have been a State Farm agent since 2002.
- We currently have 3 team members at our agency.
- Additional languages spoken: Spanish
Apply now and let us put you on the path to success.