Job DescriptionJob DescriptionBenefits:
401(k) matchingBonus based on performanceDental insuranceHealth insuranceOpportunity for advancementPaid time offTraining & development
Note to applicant, please be assured: AI is not used to evaluate your application. Your materials are reviewed by me, personally. If you hear back from me or receive a follow-up, it will be because I believe you may be a strong fit for my officenot because of an automated screening decision.
Thank you for taking the time to apply. I truly value your interest and your time, and I appreciate the opportunity to review your background.
Burch Boehner, Business Owner
321 S Monroe St
San Jose, CA 95128
Full-time | In-office
About Me:
Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients.
Position Overview:
I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills.
Key Responsibilities:
Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunitiesProspect new business through financial conversations and relationship-buildingManage and support new and existing clients financial portfoliosCollaborate with the financial team to maintain a professional and enjoyable work environmentUtilize financial discussions to prospect, retain, and grow the client baseStay current on financial products and industry regulationsEnsure compliance with licensing requirements and company policiesRequired Qualifications:
Securities Industry Essentials (SIE) licenseSeries 6 and Series 63 licensesIf you are not currently licensed in SIE, Series 6 or 63, you must have the ability to obtain the licenses with employer sponsorship. Licensing and training will be provided.Experience in retail sales with clients placing IRAs, 529 plans, or similar productsStrong interpersonal and communication skillsAbility to work effectively in an in-office, client-facing settingPreferred Qualifications:
Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not requiredLicensing and training for P/C and L/H insurance will be providedCompensation & Benefits:
Starting base incomeExpected annual income (base + commission + bonus): 75,00095,000Additional income potential based on ability to increase sales across all product linesMedical, Dental, Vacation, Paid Time Off (PTO), Holidays401(k) plan with company matchingOur Core Values:
IntegrityMutual RespectTransparencyCompassionAccountabilityExceptional Customer InteractionCommitment to Work Together
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