Entry-Level Financial Advisor

Job Description

Job Description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed.

What you will receive:

• Flexible schedule with remote and in-person work options.
• Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
• Training stipend and performance-based bonuses.
• Company-sponsored travel and professional development programs.
• Sponsorship for required licenses and continuing education.

We can only consider applicants authorized to work in the United States.

$250,000 at plan earnings

• Offer solutions in insurance, asset accumulation, and retirement planning.
• Maintain compliance with industry regulations and licensing requirements.
• Follow a leadership advancement track with career growth opportunities.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Work with clients to assess financial needs and develop personalized strategies.

• Learn about financial products, insurance policies, and investment strategies through structured training
• Assist senior advisors or team members with client onboarding and support
• Conduct client meetings (virtual or in-person) to understand needs and provide guidance
• Develop and maintain relationships with clients by providing ongoing support and service
• Generate leads through networking, referrals, and prospecting activities
• Support the team in achieving sales and performance goals
• Maintain accurate records in CRM systems and ensure compliance with company and regulatory standards
• Stay up-to-date on industry trends, products, and licensing requirements
• Demonstrate professionalism, ethical standards, and a client-first mindset in all interactions

• Highly motivated with a strong work ethic.
• Must be authorized to work in the US.
• No prior experience in finance is required—comprehensive training is provided.
• Demonstrated leadership or a proven track record of success.
• Excellent communication and relationship-building abilities.

Requirements (Entry-Level Financial / Insurance Agent)

• No prior experience in financial services required — comprehensive training and mentorship provided
• Bachelor’s degree preferred but not required
• Strong communication and interpersonal skills with the ability to build relationships
• Self-motivated, goal-oriented, and driven to succeed in a performance-based environment
• Interest in finance, insurance, or helping clients achieve financial goals
• Comfortable learning new tools and technology (CRM systems, virtual meeting platforms, etc.)
• Professional, coachable, and open to feedback

Licensing (Preferred or Willing to Obtain)

• Life & Health Insurance License (or willingness to obtain)
• FINRA licenses (Series 6/7 and 65/66) a plus, but not required

What We Look For

• Business mindset with a desire to grow a career or business
• Strong work ethic and discipline
• Leadership potential or experience in sales, customer service, or team environments
• High ethical standards and a client-first mentality
• Ability to work independently and as part of a team

Additional Requirements

• Must be authorized to work in the U.S.

At Falcon PG, we believe in the power of ventureship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges.

We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference.

We’re looking for motivated professionals with an enterprising spirit, ready to create their own success.

If you're a driven self-starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!