Financial Services Professional - Training & Licensing Support Confidential Fullerton, CA Job Details Part-time | Full-time $75,000 - $250,000 a year 1 day ago Benefits Opportunities for advancement Flexible schedule Life insurance Qualifications Customer communication Financial sales Business development Prospecting Insurance sales Banking Full Job Description

FINANCIAL SERVICES PROFESSIONAL

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TRAINING & LICENSING SUPPORT

Full-Time or Part-Time | 1099 Independent Contractor | Performance-Based Compensation

YOUR CAREER SHOULDN'T HAVE A CEILING.

We're looking for motivated, growth-minded professionals who want to develop an additional income stream or build a long-term career in financial services. You do not need previous financial-services experience. You do need to be coachable, dependable, comfortable working with people, and willing to put in the work required to become licensed and develop your business. This is for individuals who want to learn how to serve families, develop valuable financial and communication skills, and potentially grow into leadership.

WHAT YOU'LL LEARN TO DO

As a licensed financial services professional, you'll be trained to meet with individuals and families, understand their financial goals and concerns, and educate them on appropriate financial strategies and solutions. Depending on licensing and product eligibility, areas of education may include: Life insurance and income protection Living benefits Retirement strategies College and long-term savings Mortgage and family protection Building better financial habits Wealth accumulation and legacy planning Our approach is education first . The goal is to help clients better understand their finances so they can make informed decisions for themselves and their families.

WHAT THE ROLE ACTUALLY REQUIRES

Success in this business requires more than simply getting licensed.

You should be prepared to:

Complete required licensing and training Attend team and professional-development meetings Learn financial concepts and product solutions Develop new client relationships Network, prospect, and ask for referrals Schedule and conduct client appointments Consistently follow up with prospective clients Set weekly activity and production goals Receive coaching and apply feedback Maintain professional and ethical standards We provide the training, mentorship, systems, scripts, and support . You provide the effort, consistency, and willingness to grow.

THIS MAY BE A GREAT FIT IF YOU

Are entrepreneurial and want more control over your income and career. Enjoy helping and educating people. Are willing to learn a new skill and become professionally licensed. Have experience in sales, customer service, real estate, mortgage, banking, education, entrepreneurship, management, leadership, or another people-focused profession. Want the flexibility to begin part-time while developing your skills and business. Are coachable, competitive with yourself, and willing to be held accountable. Eventually want the opportunity to develop other professionals and grow into leadership.

THIS PROBABLY ISN'T FOR YOU IF YOU

Are looking for guaranteed hourly or salaried income. Want a passive work-from-home position. Are unwilling to obtain a professional license. Are uncomfortable developing relationships, networking, prospecting, or speaking with prospective clients. Want results without consistent training and activity. We believe in being transparent about the opportunity from the beginning. This business rewards performance, consistency, personal development, and the ability to serve people well.

NO FINANCIAL EXPERIENCE?

THAT'S OKAY. Financial-services experience is not required. We provide a structured development process designed to help new professionals learn: Financial Education → Licensing → Client Conversations → Field Training → Business Development → Leadership You will have access to experienced mentors, ongoing training, scripts, systems, and a team environment designed to help you develop professionally. You won't be expected to figure everything out alone.

OUR CULTURE

We are building more than a sales organization. We are building a team of professionals who believe success comes from serving people, developing leaders, continually improving ourselves, and helping others succeed.

Our culture emphasizes:

Integrity. Family. Growth. Service. Leadership. Impact. We believe your career should provide more than income. It should give you an opportunity to grow personally, serve others, and build something meaningful.

COMPENSATION & CAREER GROWTH

This is a 1099 independent contractor opportunity with commission-based compensation. There is no guaranteed salary or hourly wage. Compensation is based on individual production and results and can vary significantly depending on licensing, activity, experience, consistency, and performance. Qualified professionals may also have opportunities for advancement into training, management, and leadership responsibilities as their business develops. There is no requirement to begin full-time. Many professionals choose to begin part-time while completing licensing, training, and determining whether the career is a good long-term fit.

REQUIREMENTS

Candidates must: Be at least 18 years old Be legally eligible to work in the United States Be able to pass applicable background requirements Hold or be willing to obtain the appropriate California insurance license before conducting insurance business Be willing to complete training and professional development Have reliable phone and internet access Be comfortable communicating with prospective clients California applicants only at this time.

THE PERSON WE'RE LOOKING FOR

We aren't looking for everybody. We're looking for people with character, ambition, coachability, and a willingness to work. If you've been thinking about building an additional income stream, making a career change, developing a professional skillset, or eventually building a business of your own, we'd like to meet you. Apply to begin the interview process and learn more about the opportunity.

Job Types:

Full-time, Part-time Pay:

$75,000.00 - $250,000.00 per year

Benefits:

Flexible schedule Application Question(s): Please provide your preferred email. Please provide your preferred phone number. This is a 1099 independent contractor opportunity with commission-based compensation, not an hourly or salaried position. Are you comfortable with performance-based compensation? This position requires a California Life Insurance license. If you are not currently licensed, are you willing to complete the required licensing process before conducting insurance business? Our industry is regulated and licensing requires applicants to meet state eligibility requirements, which may include a background review. Are you willing and able to complete the required licensing and background process? What are you primarily looking for at this stage of your career? How much time can you realistically commit each week during your first 90 days of training and business development? This role requires developing new client relationships through networking, referrals, prospecting, appointments, and follow-up. Are you comfortable learning and consistently doing these activities? Why are you considering an opportunity in financial services at this point in your career?

Work Location:

In person