Financial Advisor
W.F.G - California, CA
$50K - $100K a year
0-1 Year
High School Diploma
Take charge of your destiny! At WFG, there are no limits to your potential. Your business size and earning capabilities are virtually boundless, regardless of your background. Our business model empowers ambitious entrepreneurs like you to establish a financial services organization or life insurance agency that suits your lifestyle – full-time or part-time, weekdays or weekends, day or night.
We are looking for people who are motivated, ambitious, consistent, honest, and looking for an opportunity. Don't worry if you don't have the education or experience you think you need. We will help you obtain that.
Our motto is "No family left behind." So, if you like helping people and you like making a lot of money, we may be the right fit for you.
1099 Commission Base (perfect for an entrepreneur)
Part-Time / Full Time
Can Work from Home
S*** A***
Mentor and Trainer
Easy Apply
Financial Advisor
New York Life Los Angeles - Los Angeles, CA
$50K - $70K a year
0-1 Year
High School Diploma
The fundamental foundation of a New York Life Insurance Agent’s role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are… “Be Good At Life.”
What is expected of our Agents?
Ability to understand the needs and financial concerns of clients.
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
Promote customized ways for clients to achieve their long-term financial goals.
Cultivating relationships, with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
Providing compassion and guidance to clients when unfortunate life circumstances arise.
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.
Qualities that we look for in our Agents:
Sales experience preferred – entrepreneurial mindset, no mile too far.
Strong communication skills both written and verbal.
Desire to help families and businesses to “Be Good At Life.”
Strong business acumen.
Professional business demeanor.
Perseverance in the face of a challenge
Ability to engage your community and leverage personal networks/contacts
Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more.
Step into a client’s life and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Easy Apply
Financial Advisor
Transamerica - Phoenix, AZ
$20K - $70K a year
0-1 Year
High School Diploma
Https://agents.worldfinancialgroup.com/Julieta-Almayda-93YDG
Financial Independence For Everyone
World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America
Services Offered by Julieta
Insurance Protection
The most important part of preparing for the future is protecting it. As a WFGIA insurance agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you've built for you and your loved ones.
Retirement Strategies
The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA Insurance Agent, I can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
commission based
Easy Apply
Financial Advisor
Primerica Financial - Fontana, CA
$2K - $6K a month
0-1 Year
High School Diploma
Our office is looking to train and develop licensed and unlicensed agents to work in the financial industry, remotely from home. You will assist clients with various applications pertaining to their needs. No experience needed company provides training and pay for state licenses. This position is Part/Full time must be able to pass a background check.
Easy Apply
Financial Advisor
Falero Associates - California, CA
$5K - $10K a month
0-1 Year
High School Diploma
Are you passionate about finance and eager to embark on a rewarding career as a Financial Representative? We are looking for motivated individuals to join our team as Entry-Level Financial Advisors/Representatives. In this role, you will receive comprehensive training and mentorship to develop the skills needed to provide basic financial guidance to clients.
We believe in nurturing talent and are currently seeking enthusiastic individuals to join our team.
This is a 1099 opportunity.
Work at the comforts of your home.
100% Remote position.
Qualifications:
-No prior experience or educational requirements necessary; training will be provided.
-Strong interest in finance and a desire to pursue a career in financial advisory.
-Excellent communication and interpersonal skills.
-Eagerness to learn and grow in a fast-paced and dynamic environment.
You can visit this link for more info.:
https://therealhowmoneyworks.com/
https://livemore.net/hfalero
Easy Apply
Financial Advisor
World Financial Group - Rancho Cucamonga, CA
$10K - $50K a year
0-1 Year
High School Diploma
Commission Based.
License type:
Life and Accident&Sickness
Unlicensed positions are available as well
Easy Apply
Financial Advisor
WFG - California, CA
$50K - $80K a year
0-1 Year
High School Diploma
1099 - Full Commission Base ( Non Monthly Salary )
Also known as a financial advisor, an insurance advisor provides financial advice to clients on retirement planning, investing, and protecting against risks. Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.
W*** B***
Insurance Ageny
Easy Apply
Financial Advisor
Primerica Financial - Duluth, GA
$50K - $100K a year
0-1 Year
High School Diploma
Hello, I’m looking for motivated individuals who can help people through selling insurance and recruiting interested people
K*** T***
Financial advisor
Easy Apply
Financial Advisor
Rufino Republic Inc, PFS - Inglewood, CA
$20K - $70K a year
1-3 Years
High School Diploma
Amazing opportunities with our family friendly business!
Flexible part time and full time positions available depending on experience and or if licensed!
Service oriented professional who helps clients achieve their financial goals by providing personalized guidance on managing their money, including budgeting, saving, and investing, by assessing their financial situation, risk tolerance, and goals to develop tailored strategies for retirement planning, college savings, debt management, and other financial objectives, while staying compliant with relevant regulations and market trends; essentially acting as a trusted advisor to help clients make informed decisions about their finances.
Key responsibilities of a financial advisor include:
Client consultations:
Meet with clients to understand their financial situation, goals, and risk tolerance through detailed discussions about income, expenses, assets, and debts.
Financial planning:
Develop personalized financial plans based on client needs, including investment strategies, retirement planning, college savings, and estate planning.
Investment advice:
Recommend suitable investment options like stocks, bonds, mutual funds, etc. based on market analysis and client goals.
Portfolio management:
Monitor and adjust client portfolios as needed to align with market conditions and financial objectives.
Risk assessment:
Analyze potential risks associated with investments and develop strategies to mitigate them.
Product knowledge:
Stay up-to-date on various financial products like insurance, annuities, and tax-advantaged accounts to provide informed recommendations.
Compliance adherence:
Follow all regulatory requirements regarding client information, investment practices, and reporting.
Client relationship management:
Build strong relationships with clients by providing ongoing support, regular updates, and proactive communication.
Marketing and prospecting:
Identify potential clients and actively seek new business opportunities.
Licenses required: Life Producer / Fixed Indexed Annuities, SIE, Series 6 & 63
Room to advanced opportunities and obtain Series 26 and Mortgage license in your resident state.
Ability to obtain non-resident licenses in multiple states
Easy Apply
Financial Advisor
Amplified Financial Group - United States
$50K - $100K a year
0-1 Year
High School Diploma
**Join Our Dynamic Team in Financial Services!**
Are you licensed in health and life insurance? Do you want to be part of a growing team that values your skills and dedication? We are seeking motivated professionals to join our Financial Services firm!
**Position: Health and Life Insurance Agent**
**Responsibilities:**
- Develop and maintain relationships with clients, providing them with tailored insurance solutions.
- Conduct insurance policy reviews and recommend appropriate coverage.
- Educate clients about products, benefits, and changes in health and life insurance policies.
- Meet sales targets and contribute to overall company growth.
**Qualifications:**
- Valid health and life insurance license.
- Proven experience in insurance sales or customer service.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Passion for helping clients achieve their financial goals.
**What We Offer:**
- Competitive compensation and commission structure.
- Comprehensive training and ongoing support.
- Opportunities for career advancement.
- A positive and collaborative work environment.
**How to Apply:**
If you’re ready to take your career to the next level, send your resume and a brief cover letter to ********** Be a part of our success story! You can also schedule a meeting with the link below👇
Easy Apply