Sales Agent (Irvine,CA)
Job Requirements
- Bachelor's Degree
- 2
years of professional sales experience preferred - Southern California resident for 1
years
Company Overview
The Tax & Financial Group is a comprehensive financial service company committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice from our best financial professionals. Headquartered in Newport Beach, CA, The Tax & Financial Group is firmly committed to providing you with:
- Additional qualifications include:
- Prior success in a professional field
- Active life insurance license (we will assist you in obtaining your Life & Health License, Series 7 and 66 FINRA registrations)
- Exceptional multitasking organization and prioritization skills
- Strong sense of integrity and ethics
- Competitive, goal-driven outlook
- Confidence and the ability to handle rejection
- Solid customer service skills
- Good market-development and networking abilities
- Genuine interest in learning about the financial industry
Job Description
In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive and ongoing training program will teach you everything you need to know to build a successful and rewarding advisory practice. While you are being trained, we will provide you with a stipend plus uncapped commissions. You will find plenty of opportunities for professional development and growth toward leadership/mentor roles.
Job Responsibilities
As a Financial Advisor, you will present our line of products and services to small business owners, working with them to analyze their needs and recommending the most appropriate solutions to help them to meet their goals. This will require that you establish and build a network of ongoing consultative business relationships, as well as internal relationships with our firm s support staff.
Your specific duties in this role will include:
- Prospecting for clients through introductions, networking associations, and CPA firms
- Developing and maintaining long-term relationships with clients
- Conducting fact gathering and needs analyses to arrive at client-centric financial solutions
- Gaining client consensus on implementation of financial recommendations. Expanding personal knowledge and skills through ongoing professional development and joint work with your mentor
Benefits
Our intensive training program will teach you everything from prospecting and presentations to specifics about our product line and how to implement client financial programs. We will provide you with a stipend during training, with uncapped commissions allowing you to continue to grow your income as you develop your professional network. Don t pass up this opportunity to build something for yourself but not by yourself.
- Uncapped commissions and or fees
- First year earning potential $50,000-$75,000
- Long-term potential for six-figure salary
- Stipend during training
- 12-week on boarding training
- 1-2 year mentoring program
- Medical coverage
- 401(k)
- Performance-based company trips
- Full range of in-house support
- Tuition reimbursement for Master s degree in Financial Services
- Assistance in obtaining Life & Health License, Series 7 and 66 FINRA registrations, CFP, CLU, and CHFC, AIF designations
- Opportunities to take on leadership and mentoring roles
A quick reminder, we may not be for you if:
- You do NOT have a bachelor's degree
- You do NOT have 2 years of professional sales experience
Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Tax & Financial Group is independently operated.
Tax & Financial Group
4001 MacArthur Blvd., Suite 300
Newport Beach, CA 9660
Associated topics:
fiduciary, financial planner, investment analyst, merchant service, merchant service solution, payment management solution, personal banker, securities, security, treasury Estimated Salary: $20 to $28 per hour based on qualifications.
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