Business Development Representative - Financial Services

Job Description

Job Description

Must be located in Orange County, CA

Financial Advisor Trainee | Sales Experience Required | $50K Stipend + Uncapped Commission

Build a Six-Figure Career—No Financial Industry Experience Required.

Are you successful in sales but looking for a career instead of just another sales job?

We're looking for motivated sales professionals who enjoy building relationships, helping people, and controlling their own income. If you're coachable, competitive, and driven, we'll provide the training, licensing, mentorship, and support to help you become a successful Financial Advisor.

No previous financial services experience is required. We invest heavily in your success through one of the industry's top training programs.

What You'll Do

You'll work directly with individuals, families, and business owners to help them make informed financial decisions while building your own book of business.

You'll help clients with:

• Retirement planning
• Investment strategies
• Wealth accumulation
• Life insurance planning
• College funding
• Business succession planning
• Employee benefits
• Estate planning strategies
• Long-term financial goals

You'll spend your time:

• Building relationships and networking
• Meeting with prospective and existing clients
• Learning financial planning strategies
• Creating customized financial plans
• Growing your own client base
• Receiving ongoing coaching and mentorship

What We're Looking For

We're interested in people with proven sales success—not necessarily financial experience.

Ideal backgrounds include:

• Outside Sales
• Inside Sales
• B2B Sales
• Account Executive
• Business Development
• Retail Sales
• Automotive Sales
• Medical Sales
• Real Estate
• Hospitality Sales
• Recruiting
• Customer Success
• Territory Sales
• Sales Management

You should have:

• Previous sales experience
• Strong communication skills
• Competitive mindset
• Entrepreneurial attitude
• Ability to build relationships
• Self-motivation
• Desire to earn based on performance

Financial experience is NOT required.

What We Provide

Unlike many sales organizations, we don't expect you to figure it out on your own.

You'll receive:

• Industry-leading paid training
• Professional licensing
• One-on-one coaching
• Ongoing mentorship
• Marketing and business development support
• Access to experienced advisors
• Award-winning sales training
• Career development opportunities

Compensation

This is an opportunity for people who want unlimited earning potential.

• $50,000 training stipend
• 80% uncapped commissions
• Residual recurring income
• Build an income-producing client portfolio
• No territory restrictions
• Unlimited growth potential

Successful advisors commonly build six-figure incomes while creating a recurring revenue stream that grows over time.

Benefits

• Health insurance
• Multiple retirement plans
• Two fully funded pensions
• Ownership of your client relationships
• Flexible schedule
• Ongoing professional development
• Career advancement opportunities

Why Join Us?

For more than 165 years, we've helped individuals, families, and businesses build financial security through comprehensive planning and personalized guidance.

Our advisors benefit from:

• Award-winning training
• Industry-leading financial strength
• 97% client retention
• Established and trusted brand
• Collaborative culture
• Long-term career growth
• Opportunity to build your own practice with the support of a nationally recognized organization