Financial Advisor - San Diego

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills.

If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Responsibilities:
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needs

Qualifications:

• Proficiency with accounting or sales-related software is helpful
• Excellent communication, customer service, analytical, and interpersonal skills are necessary
• High school diploma mandatory; four-year undergraduate degree strongly preferred
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Basic computer skills with proficiency with Microsoft Office suite is necessary Compensation: $90,000+ commission based

• Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needs

Compensation:
$90,000 per year