Financial Specialist
Woodland Hills, California, United States of America
Full Time
2 hours ago
$60,000 - $80,000 USD
No Visa Sponsorship
Key skills
Communication
About this role
Role Overview
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- A bachelor's degree is preferred.
- Previous experience in financial services, insurance or business development is beneficial but not required.
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance