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Financial Services Associate

8 hours ago

Claremont, California, United States Outperform Financial and Insurance Services Full time

 Build a Career, Not Just a Book of Business

If you're drawn to financial services but turned off by boiler‑room sales cultures, you may have found your place. Outperform Financial is a California‑licensed insurance agency that helps families, professionals, and business owners protect income, plan retirement, and use insurance intelligently as part of a broader strategy. We're looking for Associates and Trainees who want to build a real career - not just chase the product of the month.

What you'll do

  • Follow our 90‑day Fast Track program to prepare for and pass the California Life Insurance license exam, understand core products, and build a sustainable pipeline using AI and digital marketing tools.
  • Work with mentors on real client situations, from discovery and case design through implementation and review.
  • ​Learn how to hold thoughtful conversations, explain protection and retirement concepts in plain English, and present solutions that genuinely add value.
  • ​Take ownership while still having access to support, coaching, and joint‑work opportunities.

What we offer

 Structured 90‑day Fast Track training
: one‑on‑one mentoring, shadowing, and supervised client activity so you're never left to "sink or swim."

 ​
A hybrid work rhythm
that blends in‑person collaboration days with remote time for study, outreach, and follow‑up – designed to support both performance and personal life.

​ 
A values‑driven culture
that emphasises ethics, clarity, and respect for clients' time and resources.

 
Long‑term income potential
as you grow your practice, deepen your skills, and move into more complex planning and leadership opportunities.


A
1099 opportunity to build your own business
in a regulated, licensed profession, with repeatable systems and support to create meaningful long‑term income if you put in consistent effort.

Compensation:


• 1099 opportunity


• Commissions on personal production


• Renewal commissions for life of policy with no trail time limits


• Team building overrides


• Personal and team performance bonuses and incentives


• Equity participation based on personal production and team building success

Who thrives here?

You'll likely be a great fit if you:

  • Are coachable, motivated, and willing to invest time and effort in your own development.
  • Enjoy learning, asking good questions, and building long‑term relationships.
  • Want the upside and autonomy of running your own practice, with a clear framework and support team behind you.
  • You have an existing business and want to add financial services to cross-sell to your existing customers.
  • ​Prior financial services experience is helpful but not required. We care more about drive, integrity, and your willingness to learn.

How to explore next steps

If this sounds like the kind of advisory career you want to build, we'd love to talk. Apply here or visit our Careers page to learn more about the 90‑day Fast Track and our long‑term growth path: https://outperform-

LifeInsurance #FinancialServices #TeamBuilding #Entrepreneurship #California