Entry-Level Financial Representative

Falcon PGSan Diego, CA, US

Posted 12 hours ago

Description

Location: Must located in San Diego, CA


Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.


Benefits include;

  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.


We can only consider applicants authorized to work in the United States.

Responsibilities

  • Work within a hybrid model, attending in-person meetings and training sessions as required.
  • Follow a leadership advancement track with career growth opportunities.
  • Engage in structured coaching, mentorship, and training programs.
  • Provide guidance on insurance, investments, and retirement planning.
  • Ensure compliance with financial industry standards and licensing requirements.

Qualifications

  • Must located in San Diego, CA
  • Experience in customer service or sales is a plus
  • Ability to communicate complex financial concepts in a clear and relatable manner.
  • Proven track record of setting and achieving personal or professional goals.
  • Strong desire to learn and grow within the financial services industry.
  • Ability to work independently and as part of a collaborative team.
  • Comfortable with a hybrid work model, including in-person meetings and training.
  • Commitment to obtaining necessary financial licenses and certifications with company support.

Compensation

$101,000/year

About Falcon PG

We provide a platform designed to help professionals grow faster and scale further through:

  • Comprehensive onboarding, training, and mentorship
  • Leadership development and advancement opportunities
  • Proven systems and business-building processes
  • Marketing resources and professional development tools
  • CRM technology and automated follow-up systems
  • Ongoing coaching, accountability, and support
  • Flexible remote work environment
  • Performance-based compensation with upside earning potential

Resume upload*

Are you authorized to work in the United States?

Your responses help the employer evaluate your fit for this role.

By applying, you agree to Wizehire's Privacy Policy and Terms of Service.

Your privacy is our priority.

Share this job

All jobs / Jobs in CA / Falcon PG / Entry-Level Financial Representative