Financial Protection Consultant | Career Development Program Independent Agent
- 4.3 San Mateo, CA Job Details Part-time | Full-time $60,000
- $150,000 a year 1 hour ago Benefits Work from home Career development plan Professional development assistance Opportunities for advancement Flexible schedule Referral program Qualifications Client rapport building Bank experience Financial services Insurance sales Full Job Description Full Job Description Our organization is seeking individuals who are interested in helping families make informed financial protection decisions while developing valuable professional skills within the insurance and financial services industry.
This opportunity is designed for individuals who value mentorship, personal growth, and the ability to build a meaningful career. Whether you are exploring the industry for the first time or already hold an insurance license, our development program provides guidance, training, and support to help you progress. Part-time and full-time opportunities are available, with remote and hybrid work options depending on location. What You'll Be Doing Conduct educational consultations with individuals and families Discuss life insurance and financial protection solutions Assist clients in evaluating coverage options based on their needs Participate in ongoing coaching and skill-development workshops Build and maintain long-term client relationships Collaborate with team leaders and mentors to develop professionally Development & Support Structured onboarding process Hands-on coaching from experienced professionals Weekly training and development sessions Remote work flexibility Leadership and team-building opportunities Performance-based compensation structure Benefits Flexible schedule Work from home Professional development assistance Advancement opportunities Who We're Looking For Individuals interested in financial services or insurance Strong interpersonal and communication skills Self-starters who can work independently Growth-minded and coachable professionals Must be 18 years of age or older Able to pass a background screening Insurance license welcomed but not required Strong Fit For Career changers Recent graduates Sales or customer-service professionals Licensed insurance agents seeking additional support Individuals looking to develop a long-term professional opportunity Compensation $60,000
- $150,000+ annually Work Location Hybrid Remote
San Mateo, CA Pay:
$60,000.00- $150,000.
00 per year
Benefits:
Flexible schedule Referral program Application Question(s): What prompted your interest in the insurance or financial services industry? Are you currently licensed, actively pursuing licensing, or exploring the industry for the first time? Describe a professional goal you hope to achieve over the next 2-3 years.
Work Location:
Hybrid remote in San Mateo, CA 94402