Licensed Financial Advisor

Job Description

Job Description

We are seeking a licensed Financial Advisor who enjoys connecting with people, understanding their insurance needs, and providing clear, dependable guidance.

This role focuses on prospecting, insurance sales, and client follow-up. You will build your own client base while receiving mentorship, marketing resources, and case-processing support.

What to Expect

• Multiple-provider access: The flexibility to compare available offerings and identify suitable options for each client.

• Full marketing support: Materials, resources, and guidance to strengthen your outreach and professional presence.

• Managed provider contracting: Falcon coordinates contracting and handles provider negotiations on your behalf.

• Business support: Onboarding, mentorship, product training, case design, application processing, CRM, and administrative assistance.

Compensation:

$85,000 - $170,000 at plan earnings

Responsibilities:

• Identify prospective clients through networking, referrals, and approved outreach.

• Schedule and conduct introductory and insurance needs-assessment meetings.

• Explain available coverage options, premiums, policy features, and limitations.

• Prepare proposals and illustrations with case-design support.

• Guide clients through applications and coordinate outstanding requirements.

• Maintain consistent follow-up with prospects, applicants, and existing clients.

• Keep accurate CRM records and manage an organized sales pipeline.

• Identify appropriate coverage-review opportunities and refer needs outside your authorization.

• Participate in coaching to strengthen prospecting, presentation, and client-service skills.

Qualifications:

• Active California insurance license appropriate to the products offered.

• One or more years of insurance sales, banking, customer relationship, or related sales experience preferred.

• Clear communication and strong follow-through.

• Ability to explain products in straightforward language.

• Willingness to develop your own prospects and referral relationships.

• Comfort with virtual meetings, CRM tools, and digital applications.

• Professional judgment and commitment to suitable recommendations.

• Participation in required online meetings and product training.

About Company

Falcon Pacific Group is a financial services and insurance platform focused on client choice, professional development, and dependable support. Our relationships with multiple providers give professionals the flexibility to compare available offerings and serve a broader range of client needs.

We provide full marketing support, managed provider contracting, and operational resources that help teams focus on relationship development and client service.