Bay Area- Financial Specialist

Financial Products Sales Representative

Partnering with local agents, this person will have access to an existing customer base with thousands of existing local households/customers who already have purchased car and/or home insurance. The goal is to sell them financial products as well. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including:

• Life insurance
• Annuities (fixed, indexed, variable)
• Mutual funds
• IRAs
• 403(b)s and 529s
• Workplace life and supplemental health insurance
• Fidelity Custody Clearing and Solutions
• UITs and Managed Assets
• FMAX -- Investment Advisory platform
• Buffered and traditional UIT's

As with any 1099 and many insurance sales positions, this is paid via commission and bonuses. There are international incentive trips and supplemental benefits provided as well. Last year's data shows that the top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io.