Location: San Diego, CA At Falcon PG, we're searching for passionate Financial Consultants eager to expand their influence and elevate their careers through financial education and client-focused planning. You'll be part of a supportive environment that offers comprehensive onboarding, training, and ongoing mentorship to help you reach new heights. With proven systems and a wealth of resources at your disposal, you'll have everything you need to grow your practice and build lasting client relationships. We value your expertise and offer a flexible remote work environment, competitive performance-based compensation, and leadership development opportunities. Whether you're an independent agent, captive agent, or experienced producer, our platform is designed to empower you with the tools and support necessary for success. We invite qualified candidates to join us for a confidential introductory session to explore how Falcon PG can help you achieve your career goals. Responsibilities: • Work with clients to assess financial needs and develop personalized strategies. • Participate in structured coaching and mentorship programs. • Conduct consultations and personalized planning sessions • Build long-term client relationships based on trust and service • Collaborate with experienced professionals and industry leaders • Develop leadership skills and mentor future financial professionals • Attend virtual and in-person training to enhance financial expertise. Qualifications: • Active Life & Health insurance license is required. • Experience in financial services, client advisory, or business development is preferred. • Ability to build and maintain long-term client relationships based on trust and service. • Proven track record of developing personalized financial strategies for clients. • Strong communication skills to conduct consultations and planning sessions effectively. • Willingness to participate in structured coaching and mentorship programs. • Ability to collaborate with experienced professionals and industry leaders to enhance expertise and service delivery. Compensation: $250,000 at plan earnings
• Work with clients to assess financial needs and develop personalized strategies. • Participate in structured coaching and mentorship programs. • Conduct consultations and personalized planning sessions • Build long-term client relationships based on trust and service • Collaborate with experienced professionals and industry leaders • Develop leadership skills and mentor future financial professionals • Attend virtual and in-person training to enhance financial expertise.