Entry-Level Insurance & Financial Services Representative Rise & Thrive Financial Services Santa Barbara, CA Job Details Part-time | Full-time $43,200 - $113,640 a year 6 hours ago Benefits Work from home Flexible schedule Qualifications Financial sales Financial services customer support Customer relationship building Financial concepts Insurance sales

Full Job Description Full Job Description:

Are you looking for a part-time or full-time opportunity that skips the stiff corporate vibe and actually makes a real difference in your community? We are currently expanding our team across California and are looking for approachable, driven individuals to help everyday people achieve financial peace of mind. In this entry-level role, you won't just be pushing a catalog of products. Instead, you'll focus heavily on financial education, aggressive debt elimination, and general wealth building. We believe in taking a personalized approach by walking clients through a comprehensive audit of financial needs and objectives , allowing the customer's own input to direct exactly which services and insurance solutions we offer.

Who We Help:

You will be working with a diverse range of clients, specifically focusing on guiding growing families, young professionals, high-income earners, and people nearing retirement.

What You'll Do:

Educate & Empower:

Help clients understand fundamental financial concepts so they can make informed decisions about debt elimination and wealth building.

Conduct Needs Analyses:

Walk individuals and families through a general financial analysis to uncover their unique goals and challenges.

Provide Tailored Solutions:

Recommend the right life insurance and financial products based strictly on the client's directed needs.

Build Relationships:

Network and grow a trusted client base throughout California using a conversational, down-to-earth approach.

What We're Looking For:

No prior insurance experience required! We will guide you through the process of getting your state license and completing your California code and ethics training. A friendly, relatable communication style. We are looking for educators and helpers, not high-pressure corporate salespeople. A genuine passion for helping people understand their finances and protect their families. Self-motivated individuals who can effectively manage a flexible, part-time schedule.

Benefits & Perks:

Flexible part-time or full-time hours that fit around your life. Comprehensive training and licensing support. A supportive, non-corporate team culture. Endless opportunities for growth as we continue to expand our footprint. How to

Apply:

Ready to help people build a better financial future? Submit your resume and a brief introduction about why you are passionate about helping others succeed.

Pay:

$43,200.00 - $113,640.00 per year

Benefits:

Flexible schedule Work from home

Work Location:

Hybrid remote in Santa Barbara, CA 93109