Financial Representative Career Changer Opportunity

Beer Financial Group•Santa Monica, CA

2d•Hybrid

About The Position

Beer Financial Group (BFG) is seeking individuals to join their team as Financial Representatives. This role involves helping clients achieve financial security through education, motivation, and support. The company offers a strong support system with expert mentoring, advanced training, and technology, backed by Northwestern Mutual. BFG emphasizes an inclusive, growth-oriented environment and is committed to making a difference, including supporting Alex's Lemonade Stand. The office is recognized for its diversity and inclusion efforts, offering a path to financial independence with a potential to earn $150,000+ in the first year. The role is suitable for career changers who possess people skills, perseverance, and a desire to make a difference, with BFG providing training, mentorship, and licensing support.

Requirements

A bachelor's degree is preferred.
Previous experience in financial services, insurance or business development is beneficial but not required.
Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training available).

Responsibilities

Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients' assets and income.
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Build and maintain a network of clients through referrals, community involvement, and professional associations.

Benefits

Stipend
Retirement Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Access to ongoing training and development programs, including sponsorship for advanced certifications.
Opportunity for a substantial first year stipend.
Competitive compensation structure including performance incentives, with no ceiling.
Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Flexibility to create a schedule that fits your lifestyle and goals.
Make a lasting impact by guiding individuals and families in your community towards financial security and success.