Financial Advisor
Location: Irvine, CA
Job Type: fulltime
Company: Jacob Morgan - Farmers Insurance
Salary: $60000.0 - $120000.0 per year
Category: Sales
Job Description Apply Now
The Financial Advisor role presents a dynamic opportunity for motivated professionals interested in providing comprehensive life insurance and financial services. As a Financial Advisor, you will help clients make informed choices regarding their financial wellbeing, focusing on products such as life insurance, annuities, and mutual funds. This position is ideal for individuals passionate about building long-term client relationships and growing a sustainable book of business in financial services.
Financial Advisors have the unique ability to collaborate with established agents, introducing tailored financial solutions to existing clients. This collaboration offers access to a robust network and a steady stream of potential clients, allowing you to focus on delivering exceptional service and expert guidance. The role demands a high level of professionalism, ethical standards, and a commitment to ongoing professional development.
As a Financial Advisor, you will benefit from a comprehensive support system, including access to advanced training resources, a Customer Relationship Management (CRM) system, and mentorship from experienced sales and training professionals. The position offers significant earning potential through a base salary and commission structure, ensuring that your efforts are rewarded as you expand your client base and deepen client relationships.
The Financial Advisor position is a full-time opportunity, requiring a strong work ethic, the ability to work collaboratively in a team environment, and a drive to achieve business goals. The ideal candidate should possess or be able to obtain the necessary state licenses, including Property & Casualty and Life and Health licenses, prior to starting. This is a great career move for those seeking to contribute to a reputable company’s mission and who are eager to continue their professional growth in the financial services industry.
Working as a Financial Advisor in this region provides you with access to a diverse clientele and the satisfaction of making a positive impact on the financial security of families and individuals. The agency’s commitment to best-in-class training and ongoing support ensures you have the tools and knowledge required for success. If you are ready to take the next step in your financial services career, apply today by clicking the job application button.
Financial Advisor - Summary- Advise clients on life insurance, annuities, mutual funds, and other financial products
- Develop and maintain a personal book of business with residual income opportunities
- Collaborate with established agents to provide financial solutions to existing clients
- Access to CRM systems and ongoing training
- Opportunity to build long-term client relationships
- Identify clients’ financial needs and recommend appropriate products and solutions
- Build and manage a portfolio of clients, ensuring personalized service and follow-up
- Educate clients on the benefits of life insurance, annuities, and mutual funds
- Work collaboratively with other agents to maximize outreach and customer service
- Utilize CRM tools to track client interactions, proposals, and follow-ups
- Complete required licensing and ongoing professional development
- Maintain compliance with industry regulations and company policies
- Participate in comprehensive training and mentorship programs
- Meet performance goals and contribute to agency growth
- Competitive base salary plus commission structure
- Paid time off, including personal, sick, and vacation days
- Dental, vision, and life insurance
- Retirement plan options
- Access to ongoing training and professional development resources
- Must obtain Property & Casualty license before start date
- Must obtain Life and Health license before start date
- Ability to work in-person at the agency office during standard business hours
- Bilingual English/Spanish preferred, but not required
- Must pass credit and background check
- No conflicting outside appointments
- Driven, entrepreneurial mindset with a passion for financial services
- Strong interpersonal and communication skills
- Adaptable, with the ability to learn and apply new concepts quickly
- Committed to ethical practice and regulatory compliance
- Interest in building lasting client relationships and delivering value
- Comfortable working both independently and as part of a team
- Support from a network of experienced sales and training professionals
- Comprehensive onboarding and ongoing training, including access to over 50 insurance and financial products
- Opportunities for advancement within the company
- Best-in-class training and access to advanced CRM systems
- Apply now by clicking the job application button to take the next step in your financial services career