Financial Advisor

$10K - $20K a year
Any Experience
High School Diploma
Remote
PFS investments
Self Funding · Over 1000 Employees · Insurance
California, CA
M*** R***
Sr. Representatives

Job Description

Financial Advisor
Financial Analyst
Sales & Trading Associate
What’s the role?

Our Independent Agent Development Program is an opportunity to build your own book of business while being mentored by some of the top mentors in the industry. This position offers a ownership, business development, commission and is 100% remote position. While in the development program you will be educating families and providing them the right protection, however there’s so much more to it than that! You will also establish relationships with industry partners and continually build new business. You’re coming at this with insurance experience, so you’re ready to hit the ground running to build your book of business and create equity. You will be doing this with the support of one of the largest independent agencies in the country behind you every step of the way. We will educate you and train you to help you improve on the business and yourself!

Responsibilities include:

Consistently generating new business on your own, being sure to meet monthly goals

Continually adding referral sources in order to gain leads

Educating potential clients on their insurance needs and finding the right policies for them

Preparing and presenting proposals to clients

Following company policies and ensuring compliance with applicable legal requirements

Who are you?

You have experience working in the insurance industry or have an excellent sales experience background with a track record of success (Not Required)

You have an outgoing and energetic personality. You enjoy going out and have a passion for helping families and individuals.

You pride yourself on your ability to build strong relationships.

You have an entrepreneurial mindset and a desire to build a self-sustaining revenue stream.

You thrive in a fast-paced environment.

You possess a strong initiative, sense of self-direction, and are goal oriented.

You are organized, have fierce attention to detail, and are dedicated to quality.

You possess an eagerness to learn. And be Coachable to the trainings and education the company provides

What we offer:

Dedicated Training: We’ll spend the time training you on our model and policies, so you know exactly what to expect. We have great mentors and coaches to provide you knowledge and experience to succeed in the business.

Sales Focused Model: We provide you with the proper resources which will allow you to focus on the career tasks you enjoy as a sales professional and eliminate the unproductive, non-revenue generating activities.

Professional Growth: True support for business development in the forms of time, money, resources, technology, training, and mentorship. We understand the obstacles and pitfalls an independent agent will face. We clear the path so you can sustain long-term premium growth and profitability. We want you to succeed!

Compensation Package:

This career opportunity offers a base salary, a great commission structure, and a set growth plan to help you succeed.

During the 24 Month Independent Agent Development Program, you will also receive the following benefits:
Ownership
Unlimited Income
Flexible Hours

Job Type: Full-time

Bonus opportunities
Commission pay

Monday to Friday
Work setting: Remote

Application Question(s):

Are you willing to prospect and generate your own leads?
Are you willing to sell only personal lines property & casualty products?
How have you been generating leads and establishing referrals partners?
On average, how much P&C premium are you producing per month?

Experience:

Property and Casualty Insurance Sales: Entry-Level
Insurance Prospecting or Outside Marketing: 1 years
License/Certification: Property and Casualty Insurance License (Training Provided)

Work Location: Remote Position
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