Experienced Insurance and Finance Professional

5 days ago


Woodland Hills, California, United States Beer Financial Group Full time
Become a Key Player in Our Financial Team

Beer Financial Group is seeking an ambitious Financial Advisor to join our dynamic team. As a critical member of our financial services team, you will play a vital role in helping clients secure their financial futures through comprehensive insurance solutions.

Responsibilities:

  • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
  • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
  • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
  • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.

What We Offer:

  • Average first-year earnings potential: $150,000+
  • Predictable results and unlimited upside potential.
  • Dental insurance.
  • Health insurance.
  • Life insurance.
  • Retirement plan.
  • Vision insurance.

You will be part of a thriving company culture that emphasizes collaboration, innovation, and exceptional customer service. Our team is passionate about delivering exceptional results and exceeding client expectations.



  • Woodland Hills, California, United States Pavon Insurance Agency Inc. Full time

    At Pavon Insurance Agency Inc., we foster a culture of growth, teamwork, and excellence. Based in California, we operate from home, enabling our team to thrive and succeed anywhere in the state.We specialize in Auto, Home, Condo, Umbrella, and other personal insurance lines, helping clients protect their most valuable assets. Our supportive team environment,...


  • Woodland Hills, California, United States Westwood Insurance Agency Full time

    About the Role: Westwood Insurance Agency is seeking an experienced Customer Service Representative to join our team. As a representative, you will be responsible for providing top-notch customer service, handling inbound calls, and responding to client inquiries. Your goal will be to ensure that every client feels valued and supported throughout their...


  • Woodland Hills, California, United States Ledgent Finance & Accounting Full time

    Job SummaryLedgent Finance & Accounting is seeking a seasoned Financial Planning and Reporting Specialist to support the corporate accounting team. This role involves assisting with financial statement preparation, month-end close procedures, and variance analysis.About the RoleThis position offers an excellent opportunity for an experienced accounting...


  • Woodland Hills, California, United States EDDIE RUSTOM-Farmers Insurance Agency Full time

    Company Overview:At EDDIE RUSTOM-Farmers Insurance Agency, we prioritize exceptional customer service, foster a friendly and welcoming work environment, and believe in the power of teamwork. Our agency provides a place for personal growth and professional development, with a focus on ensuring every team member has the tools and support needed to...


  • Woodland Hills, California, United States Zurich Insurance Company Ltd. Full time

    As a participant in Zurich North America's Apprentice Program, you will have the opportunity to gain valuable experience and knowledge in the field of commercial insurance.About the ProgramThe program is designed to provide individuals with the skills and knowledge needed to succeed in the industry. You will work closely with experienced professionals...


  • Woodland Hills, California, United States BlackLine Full time

    Unlock Your Potential at BlackLineWe're a leading provider of cloud software that automates and controls the entire financial close process. Our vision is to modernize the finance and accounting function, enabling greater operational effectiveness and agility.As a Business Development Representative at BlackLine, you'll play a vital role in developing demand...


  • El Dorado Hills, California, United States Sierra Mountain Insurance Agency Allstate Full time

    Career OpportunitiesSierra Mountain Insurance Agency Allstate offers a dynamic and supportive work environment that encourages personal and professional growth. As a Licenced Insurance Professional, you will have the opportunity to develop valuable skills and expertise, with the potential to earn an estimated annual salary of $80,000-$140,000 based on sales...


  • Woodland Hills, California, United States EDDIE RUSTOM-Farmers Insurance Agency Full time

    About Us:Eddie Rustom-Farmers Insurance Agency values hard work, supports learning, and invests in each employee's success. Our agency provides a platform for personal growth and professional development, focusing on ensuring every team member has the tools and support needed to succeed.The Role:In this Insurance Customer Service Representative role, you...


  • Woodland Hills, California, United States Beer Financial Group Full time

    Job OverviewWe are seeking a seasoned Insurance Professional to join our dynamic team at the Beer Financial Group of Northwestern Mutual.


  • Woodland Hills, California, United States Westwood Insurance Agency Full time

    OverviewWestwood Insurance Agency is a leading personal lines agency in the US, serving over 1 million customers since 1952. We're licensed in all 50 states and represent top insurance companies, offering a wide selection of products and competitive pricing.


  • Woodland Hills, California, United States Jobot Full time

    About Our Law FirmWe are a full-service law firm dedicated to solving problems and representing individuals and businesses in litigation and business transactions.Our partners serve successful businesses, entrepreneurs, and high-net worth individuals with expertise in various legal areas such as business planning, litigation, and insurance analysis.Why...


  • Woodland Hills, California, United States Beer Financial Group Full time

    Company OverviewBeer Financial Group, a FORTUNE 500 company, is a leading provider of financial services. Our mission is to help individuals achieve financial security.Salary:$ $$165,000 - $250,000 per yearJob DescriptionWe are seeking licensed and experienced insurance professionals to join our dynamic team. As a Senior Insurance Professional, you will be...


  • Beverly Hills, California, United States MICHAEL LANTZY STATE FARM INSURANCE Full time

    Job OverviewWe are seeking a motivated and results-driven Insurance Sales Professional to join our team. As an Inside Sales Representative, you will be responsible for building relationships with customers, providing insurance solutions, and meeting sales targets.Key Responsibilities:Develop new business opportunities through prospecting and networkingAssess...


  • Woodland Hills, California, United States Morton's The Steakhouse Full time

    Upscale Restaurant Service ProfessionalWe are seeking a highly skilled and experienced upscale restaurant service professional to join our team at Morton's The Steakhouse. As a dining room host, you will play a key role in delivering exceptional guest service and ensuring that every guest has a memorable experience.About the Role:This role involves managing...


  • Beverly Hills, California, United States CEDARS-SINAI Full time

    About the RoleCedars-Sinai is seeking a skilled Clinical Research Finance Coordinator II (Pre-Award) to join our dynamic research team. This role requires strong attention to detail and expertise in research finance to support the successful launch of clinical studies.In this position, you will be responsible for the financial management of clinical research...


  • Woodland Hills, California, United States Jobot Full time

    Job Summary:We are seeking an experienced Insurance Defense Attorney with a strong focus on premises liability to join our team at Jobot. This position offers a flexible hybrid schedule, with the option for a lower billable requirement to promote work-life balance.The ideal candidate will have at least 5 years of experience practicing law in California, with...

  • Sales Professional

    2 weeks ago


    Woodland Hills, California, United States Lexus of Woodland Hills Full time

    Job Overview: As a Sales Professional at Lexus of Woodland Hills, you will be responsible for selling new and pre-owned vehicles to customers through various marketing channels, including the internet, phone, and walk-in traffic. This role requires strong communication and negotiation skills, with the ability to effectively communicate with customers and...


  • Woodland Hills, California, United States Bronson Kinkade Consulting Full time

    What We OfferWe offer a comprehensive online training and support system, provided at no cost. You will have access to state-of-the-art technology tools to streamline sales processes and benefit from ongoing mentorship by seasoned industry leaders. As a commission-only role, you will receive daily payouts for your efforts.RequirementsStrong ethical values...


  • Beverly Hills, California, United States City National Bank Full time

    About the Position:We are looking for a skilled Credit Officer I to provide credit and loan underwriting expertise to our cash flow lending/leveraged finance group within the Entertainment line of business.Main Tasks:Analyze loan transactions and credit worthiness of borrowers.Determine credit structure and terms.Collaborate with Relationship Managers to...


  • Woodland Hills, California, United States GPAC Full time

    GPAC, an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990, is seeking a highly skilled Senior Attorney Professional to join their team.About the RoleThis position offers a unique opportunity for an experienced attorney to grow with a reputable firm long-term. The successful...