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Job Description
Location:
San Diego, CA (Hybrid) Overview Falcon Pacific Group is expanding and currently onboarding a select group of individuals interested in building a rewarding career as Financial Professionals within a high-growth, performance-driven environment. This opportunity is ideal for individuals who are passionate about financial education, relationship building, and helping individuals, families, and business owners achieve their financial goals. You'll have the flexibility to work remotely while developing a scalable business and creating long-term income potential. A Life & Health insurance license is preferred, and licensing support is available for qualified candidates. Prior experience in sales, business development, customer service, or other client-facing roles is highly valued.
Next Step:
Qualified candidates will be invited to attend a confidential introductory session where we will walk through the system, expectations, and growth path in detail.
Compensation:
$150,000 at plan earnings
Responsibilities:
Educate individuals, families, and business owners on foundational financial concepts and strategies that support long-term financial well-being. Conduct virtual consultations and personalized financial reviews via phone and Zoom. Help clients identify financial goals and explore appropriate protection, savings, and wealth-building solutions. Build and maintain long-term client relationships through ongoing service, education, and support. Follow proven systems and processes to deliver a consistent client experience and support professional growth. Participate in ongoing training, coaching, and mentorship programs to develop financial knowledge, client advisory skills, and leadership capabilities. Collaborate with experienced professionals while building the foundation for future leadership opportunities. What You Will Learn Core financial concepts, including cash flow management, asset protection, and long-term wealth accumulation. How to structure financial strategies that align with clients' goals and priorities. Principles of financial education, client relationship management, and consultative planning. Effective communication and presentation skills for discussing financial concepts with confidence. Business development, professional networking, and relationship-building strategies. Leadership, mentorship, and team-development principles that support long-term career growth.
Qualifications:
Who We're Looking For Growth-minded individuals who are coachable, motivated, and eager to learn. Professionals interested in financial education, client service, and making a positive impact on others' lives. Strong communicators—or those willing to develop their communication and relationship-building skills. Self-starters who thrive in a flexible, remote, and performance-driven environment. Individuals seeking a scalable career path with opportunities for professional development and leadership growth. Prior experience in sales, customer service, business development, education, or other client-facing roles is a plus but not required. Backgrounds That Align Well Sales, customer service, or client-facing roles Students or graduates in finance, business, or ventureship Enterprising individuals exploring business ownership Professionals seeking a career transition No prior financial experience required — training is provided Training & Development Hands-on onboarding process One-on-one mentorship from experienced professionals Daily and weekly training sessions focused on skill development Structured path to help you become confident and productive Ongoing support and accountability About Company We provide a platform designed to help professionals grow faster and scale further through: Comprehensive onboarding, training, and mentorship Leadership development and advancement opportunities Proven systems and business-building processes Marketing resources and professional development tools CRM technology and automated follow-up systems Ongoing coaching, accountability, and support Flexible remote work environment Performance-based compensation with upside earning potential
