Financial Services Professional

Financial Services Professional JOB #74889

Job Description: Financial Services Professional
Our client is seeking ambitious individuals in the Modesto, CA area to join their team as Financial Services Professionals . In this role, you will help clients achieve financial freedom through expert guidance and personalized strategies.

Role Overview

• Position : Financial Services Professional
• Location : Modesto, CA
• Employment Type : Full-time
• Compensation : $40,000 - $65,000 a year plus an attractive commission package
• Key Focus : Insurance sales, wealth management, and retirement planning

Your Responsibilities

• Relationship Building : Develop and maintain a client base by networking and offering solutions to help families reach their financial goals.
• Financial Guidance : Use advanced software and product illustrations to help clients preserve retirement savings and grow wealth.
• Continuous Learning : Participate in proprietary development training and sponsored coursework in areas like Investment Management.
• Career Ownership : Master your craft and choose your path, whether it is managing client assets or leading your own team of agents.

What Our Client Looks For

• Communication : Ability to explain complex concepts clearly while maintaining honesty and integrity.
• Motivation : A self-motivated, entrepreneurial spirit with strong time-management and prospecting skills.
• Background : We welcome candidates from diverse backgrounds, including sales, athletics, military, or client-facing roles.
• Requirements : Applicants must have a high school diploma or GED and must reside in the state of California.

Support & Benefits

• Award-Winning Training : Free pre-licensing training and ongoing coaching from successful field leaders.
• Flexible Schedule : In-office training transitions to a flexible hybrid schedule once you are a producing agent.
• Compensation Package : A commission structure designed to grow with you, plus bonus programs and a retirement savings program.
• Career Advancement : Clear tracks to becoming a Financial Advisor or moving into benefit-eligible management positions.

Location : Modesto, CA.

Experience: 1 - 5 years in insurance, financial products or a related industry


Work Hours: Monday - Friday 8:00 am - 5:00 pm (can vary)

Compensation: $40,000 - $65,000 base salary (DOE) + commissions


EEO: This company is an Employment Equity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex or national origin. Qualified minorities, women and veterans are encouraged to apply.

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