Fast Track To Management

Responsibilities

• Develop a personalized, long‑term strategy and gain hands‑on experience while assisting agents and financial advisers in identifying and achieving their financial goals.
• Determine financial solutions for clients within a wide breadth of relevant products and services, such as life insurance, fixed and variable annuities, mutual funds, securities, and more.
• Transition into management as a Partner once you have achieved the program requirements.
• Participate in a six‑month Associate Partner Training Program to further your business acumen and expertise.
• Hire, train, develop, and lead a team of successful agents and financial advisors.
• Use software systems to track and monitor the development of personnel in a digital environment.

• Goal‑oriented, highly motivated, and seeking a rewarding and challenging career.
• Experience working in sales and sales management is preferred.
• Recruiting experience is a plus.
• Spanish, Korean, or other language fluency is beneficial.
• Working knowledge of different cultural markets is helpful.
• Required knowledge and experience working in the insurance or financial services field (3+ years preferred).
• Life and Health license, SIE, Series 6/63/7/65/24 are preferred but not immediately required.
• Salesforce experience preferred but not required.

If you are:

• Highly motivated individual
• Diligent work ethic
• Goal‑oriented mindset
• Competitive drive
• Strong leadership skills

$128,500 – $147,500 per year.

Equal Opportunity Employer.