Entry-Level Financial Representative
Falcon PG, Escondido, CA, United States
Financial Services Representative
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individualswhether new to the workforce or making a career transitionto join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessarywe provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, and life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. Responsibilities Learn about financial products, insurance policies, and investment strategies through structured training Assist senior advisors or team members with client onboarding and support Conduct client meetings (virtual or in-person) to understand needs and provide guidance Develop and maintain relationships with clients by providing ongoing support and service Generate leads through networking, referrals, and prospecting activities Support the team in achieving sales and performance goals Maintain accurate records in CRM systems and ensure compliance with company and regulatory standards Stay up-to-date on industry trends, products, and licensing requirements Demonstrate professionalism, ethical standards, and a client-first mindset in all interactions Qualifications Requirements (Entry-Level Financial / Insurance Agent) No prior experience in financial services required comprehensive training and mentorship provided Bachelor's degree preferred but not required Strong communication and interpersonal skills with the ability to build relationships Self-motivated, goal-oriented, and driven to succeed in a performance-based environment Interest in finance, insurance, or helping clients achieve financial goals Comfortable learning new tools and technology (CRM systems, virtual meeting platforms, etc.) Professional, coachable, and open to feedback Licensing (Preferred or Willing to Obtain) Life & Health Insurance License (or willingness to obtain) FINRA licenses (Series 6/7 and 65/66) a plus, but not required What We Look For Business mindset with a desire to grow a career or business Strong work ethic and discipline Leadership potential or experience in sales, customer service, or team environments High ethical standards and a client-first mentality Ability to work independently and as part of a team Additional Requirements Must be authorized to work in the U.S. Compensation $250,000 at plan earnings About Falcon PG At Falcon PG, we believe in the power of ventureshipdriving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life's uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today's challenges. We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You'll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We're looking for motivated professionals with an enterprising spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we'd love to connect. Let's build something extraordinarytogether!
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individualswhether new to the workforce or making a career transitionto join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessarywe provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, and life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. Responsibilities Learn about financial products, insurance policies, and investment strategies through structured training Assist senior advisors or team members with client onboarding and support Conduct client meetings (virtual or in-person) to understand needs and provide guidance Develop and maintain relationships with clients by providing ongoing support and service Generate leads through networking, referrals, and prospecting activities Support the team in achieving sales and performance goals Maintain accurate records in CRM systems and ensure compliance with company and regulatory standards Stay up-to-date on industry trends, products, and licensing requirements Demonstrate professionalism, ethical standards, and a client-first mindset in all interactions Qualifications Requirements (Entry-Level Financial / Insurance Agent) No prior experience in financial services required comprehensive training and mentorship provided Bachelor's degree preferred but not required Strong communication and interpersonal skills with the ability to build relationships Self-motivated, goal-oriented, and driven to succeed in a performance-based environment Interest in finance, insurance, or helping clients achieve financial goals Comfortable learning new tools and technology (CRM systems, virtual meeting platforms, etc.) Professional, coachable, and open to feedback Licensing (Preferred or Willing to Obtain) Life & Health Insurance License (or willingness to obtain) FINRA licenses (Series 6/7 and 65/66) a plus, but not required What We Look For Business mindset with a desire to grow a career or business Strong work ethic and discipline Leadership potential or experience in sales, customer service, or team environments High ethical standards and a client-first mentality Ability to work independently and as part of a team Additional Requirements Must be authorized to work in the U.S. Compensation $250,000 at plan earnings About Falcon PG At Falcon PG, we believe in the power of ventureshipdriving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life's uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today's challenges. We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You'll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We're looking for motivated professionals with an enterprising spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we'd love to connect. Let's build something extraordinarytogether!