Sales Representative (Life Insurance, Annuities, Mutual Funds) Hernandez and Associates - 2.3 San Fernando, CA Job Details Temporary | Permanent | Part-time | Full-time | Contract $66,752.52 - $80,390.13 a year 23 hours ago Benefits Work from home Opportunities for advancement Flexible schedule Life insurance Qualifications Customer communication Financial sales Customer relationship building Referral-based lead generation Sales referrals In-person customer service No experience needed Life insurance knowledge Insurance regulation Managing clients in a finance role Client retention Financial concepts Financial goal setting advisory services Working with families Life insurance sales Client referrals Community relationship building Insurance sales Retirement planning advisory services Communication skills Teaching Entry level Under 1 year Specialization in financial literacy instruction

Full Job Description Financial Planner & Family Financial Educator Position:

Financial Planner & Family Financial Educator Employment:

Full-Time /

Part-Time Experience:

No experience necessary - we train Position Overview We are looking for motivated individuals who want to learn how to educate and help families become more financially confident. As a Financial Planner & Family Financial Educator, you will learn how to help individuals and families understand how money works, protect their income, plan for retirement, manage financial goals, and build a stronger financial future. No prior financial experience is necessary. We provide training and support. What You Will Do Meet with individuals and families to understand their financial goals. Educate families on basic financial concepts, saving, retirement, debt, and financial protection. Learn how to explain life insurance and other financial strategies. Help clients identify financial priorities and develop appropriate strategies. Build and maintain long-term client relationships. Participate in company training, mentoring, and educational programs. Develop your professional network through referrals and community outreach. Follow all company policies and applicable insurance regulations. Qualifications Must be at least 18 years old No previous experience required No high school diploma required Must be willing to complete company-sponsored training. Must be willing and able to obtain a state Life Insurance license. Must meet applicable licensing and background requirements. Professional, dependable, and motivated. Strong communication and people skills. Willingness to learn and be coached. What We Provide No experience necessary — we train Company-sponsored Life Insurance licensing Training and mentorship from experienced professionals Financial education and product training Career development and advancement opportunities Flexible full-time or part-time opportunities A career focused on helping and educating families Who We Are Looking For This opportunity is for someone who wants more than just a job. If you enjoy helping people, educating others, building relationships, and learning about money, we will teach you the skills. You don't need a financial background or previous industry experience. We provide the training; you bring the willingness to learn and help people. Start your career in financial services and make a difference in the financial lives of families.

Pay:

$66,752.52 - $80,390.13 per year

Benefits:

Flexible schedule Work from home

Work Location:

In person