Insurance and Financial Solutions Consultant

3 weeks ago


Laguna Hills, California, United States Farmers Insurance Division 86 Full time

About the Role

This position offers an exciting opportunity to contribute to the success of our 100 independent Farmers Insurance Agents. As a Financial Services Agent, you will have the chance to develop your skills in financial services, working with a comprehensive product portfolio that includes life and health insurance, retirement planning, and estate planning.

Our ideal candidate will possess excellent communication and interpersonal skills, with the ability to adapt to diverse situations and agency styles. You will work closely with agents to identify opportunities, develop business strategies, and provide expert advice on product selection and case design.

Responsibilities

  • Develop and maintain strong relationships with agents, driving sales and revenue growth.
  • Provide product knowledge and training to agents, ensuring they are equipped to serve their clients effectively.
  • Collaborate with agents to identify business opportunities, develop marketing strategies, and present financial services solutions to clients.

Requirements

  • 2+ years of experience in financial services sales or a related field.
  • Licenses such as Life and Health, Series 6, and Series 63.
  • Excellent communication, interpersonal, and problem-solving skills.

Benefits and Compensation

We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, plus a lucrative commission and bonus structure. Opportunities for growth and professional development are plentiful, with ongoing training and education programs available to support your success.



  • Laguna Hills, California, United States Farmers Insurance Division 86 Full time

    Job SummaryWe are seeking an experienced Insurance Financial Services Representative to join our team at Farmers Insurance Division 86. This role will involve working closely with our independent agents to offer Life and Financial Services solutions to clients.


  • Laguna Hills, California, United States Farmers Insurance Division 86 Full time

    Job OverviewAt Farmers Insurance Division 86, we are committed to helping you build a strong and profitable insurance agency. As our Division Financial Services Agent, you will have the opportunity to partner with our 100 independent agents to offer life and financial services solutions to clients.We have a sophisticated product offering that gives you the...


  • Laguna Hills, California, United States Farmers Insurance Division 86 Full time

    At Farmers Insurance Division 86, we are committed to helping you build a strong and profitable Farmers Insurance & Financial Services Agency. We aim to provide a solid foundation and equip you with adequate tools to market, sell, and service ALL of Farmers Insurance Group's product lines.Job OverviewThe Division Financial Services Agent (FSA) role offers an...


  • Laguna Hills, California, United States Farmers Insurance Division 86 Full time

    Farmers Insurance Division 86 is dedicated to supporting our independent agents and providing them with the tools they need to succeed. As a Division Financial Services Agent (FSA), you will have the opportunity to work closely with these agents to offer Life and Financial Services solutions to their clients.ResponsibilitiesYour primary responsibility will...


  • Laguna Hills, California, United States Farmers Insurance Full time

    Pursue a Career in Insurance with Farmers Insurance">We are seeking a talented sales professional to join our protégé program and pursue a career in insurance with Farmers Insurance. As an agency owner, you will have access to premier training, comprehensive tools, and ongoing development to empower your journey toward excellence as an insurance...


  • Laguna Hills, California, United States Farmers Insurance Division 86 Full time

    About the JobThe Division Financial Services Agent will partner with our 100 independent Farmers Insurance Agents to offer Life and Financial Services solutions. This role is ideal for those seeking a challenging opportunity to grow their career in financial services, working with a sophisticated product offering that encompasses basic family protection and...


  • Laguna Hills, California, United States Identified Talent Solutions Full time

    About the OpportunityWe are seeking a seasoned Servicing Escrow Manager to lead our loan servicing operations and drive business growth at Identified Talent Solutions. As a key member of our team, you will be responsible for ensuring seamless financial processes and making a significant impact on our company's reputation. The Impact You'll MakeAs our...


  • Laguna Hills, California, United States Farmers Insurance Division 86 Full time

    Key ResponsibilitiesThis is a unique opportunity to work in a fast-paced environment where you will be required to adapt to different situations and agency styles. You will need to demonstrate a competitive drive to achieve established goals, key metrics, and compliance.


  • Beverly Hills, California, United States Paulson Investment Company, LLC Full time

    Job Title: Financial Services ConsultantAbout the Role:We are seeking a highly motivated Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for providing wealth management services and selling investment banking products to institutions and high net worth individuals.Key Responsibilities:Develop and...


  • Beverly Hills, California, United States Premier Financial Search Full time

    Company Overview">Premier Financial Search specializes in placing accounting and financial professionals in top CPA and business management firms across California. Our clients include prestigious national, regional, and local firms.


  • Beverly Hills, California, United States Renew Smiles Full time

    Healthcare Solutions ConsultantRewards innovative candidates for the role of Healthcare Solutions Consultant at Renew Smiles, where we empower patients to take control of their oral health. As a key member of our sales team, you will guide prospective patients through our comprehensive solutions, ensuring they make informed decisions about their dental...


  • Laguna Hills, California, United States AppleOne Full time

    Job OverviewActOne Group, a global leader in workforce management solutions, seeks a seasoned Financial Operations Specialist to join our team. This role is responsible for overseeing the company's financial activities, ensuring accurate and timely financial reporting.Key Responsibilities:Plan and direct accounting activities, including budget preparation...


  • Laguna Beach, California, United States MICHAEL GEFFRE-Farmers Insurance Agency Full time

    Job OverviewFarmers Insurance Agency, led by Michael Geffre in Laguna Beach, California, seeks a dedicated Licensed Insurance Producer to manage client accounts and foster strong business relationships.


  • Laguna Hills, California, United States APFSC Full time

    Financial Services Account ManagerWe are looking for a skilled Financial Services Account Manager to join our team. In this role, you will be responsible for managing client relationships, generating sales, and driving revenue growth through effective financial solutions.ResponsibilitiesManage client relationships to identify opportunities for upselling and...


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

    Become a Key Player in Our Financial TeamBeer 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'...


  • Laguna Niguel, California, United States Luxent Inc Full time

    Luxent Inc. is seeking a highly skilled Cloud Solutions Expert to join our team as a NetSuite Functional Consultant - Financial.About the JobAs a critical member of our team, you will provide advanced functional support and troubleshooting for NetSuite clients in the financial domain. Your deep understanding of both financial accounting and NetSuite will...


  • Beverly Hills, California, United States MassMutual Financial Group Full time

    Company OverviewMassMutual Financial Group is a leading financial services company that offers a wide range of insurance and investment products. Our team is dedicated to providing innovative solutions to help our clients achieve their financial goals.We are seeking highly motivated and analytical individuals to join our Financial Planning & Analysis team as...


  • Laguna Hills, California, United States Renewal By Andersen Full time

    Company OverviewRenewal by Andersen is a pioneering window and door replacement company, revolutionizing the industry with its innovative products and services. As a subsidiary of Andersen Corporation, we have over 110 years of quality, innovation, and craftsmanship to our name. Our mission is to provide a different and better window and door replacement...


  • Laguna Hills, California, United States Jobot Full time

    About UsWe are a dynamic healthcare team seeking a skilled Consulting Medical Assistant to contribute to our mission of delivering exceptional patient care. Our ideal candidate will have a strong background in providing high-quality patient care, with a focus on injections and a commitment to improving patient health outcomes.ResponsibilitiesIn this role,...


  • Rolling Hills Estates, California, United States Neu Insurance Services Inc. dba Arroyo Insurance Services, Inc. Full time

    The Risk Management Consultant role at Neu Insurance Services, Inc. dba Arroyo Insurance Services, Inc. involves providing expert advice on risk management solutions to our clients. As a consultant, you will work closely with our team to identify potential risks and develop strategies to mitigate them.Your key responsibilities will include market research,...