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Investment And Insurance Professional

Fraser Financial Group

Investment And Insurance Professional

Chino Hills, CA
Full Time
Paid
  • Responsibilities

    Experienced Financial and Insurance Professional You don’t need to do it all by yourself anymore. Deliver the best possible client experience supported by your very own team. The increase in client demand for a broader-based range of knowledge and services, combined with credentials and licenses required to market that wide array of products, is a challenge that few professionals can meet on their own. This is why the team business model has been adopted by more and more Financial Professionals. At our firm, we have an industry-leading program that supports the formation and development of Financial Professional teams. Whether you’re interested in building a team around you and your business or interested in joining a high-caliber team, we are here to help you. We’re seeking experienced Financial Professionals who recognize the strength of our products and our brand, welcome our flexible approach, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. Responsibilities: IF YOU’RE A SUCCESSFUL PROFESSIONAL WITH AN ENTREPRENEURIAL MINDSET LOOKING TO ACCELERATE YOUR PRACTICE WE WILL SUPPORT YOU THROUGH... • A robust teaming platform including coaching, systems, processes, and support at the local level designed to sustain the development of high-performance teams - A unique business markets process that will differentiate you and help you add more value to conversations with business owners • Concierge-level support including access to subject matter experts, priority sales support, business strategy, marketing, and sales assistant support • A team of seasoned investment and trust specialists to meet your client's unique estate planning and wealth management needs • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms • State-of-the-art technology platforms and tools • A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop • A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer Qualifications: LET’S PARTNER TOGETHER IN SUPPORT OF THE VALUES WE SHARE WITH EACH OTHER: • Expanding your influence: we know your impact transcends family’s boundaries, businesses, communities, and generations • Being heard: because your voice matters, because you matter • Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice • Transparency: enjoy honesty and clarity as to the fundamental ingredients of partnership • Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you • Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise Compensation: $76,000 - $106,000 at plan per year

    • If you’re a successful professional with an entrepreneurial mindset looking to accelerate your practice we will support you through... • A robust teaming platform including coaching, systems, processes, and support at the local level designed to sustain the development of high-performance teams - A unique business markets process that will differentiate you and help you add more value to conversations with business owners • Concierge-level support including access to subject matter experts, priority sales support, business strategy, marketing, and sales assistant support • A team of seasoned investment and trust specialists to meet your client's unique estate planning and wealth management needs • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms • State-of-the-art technology platforms and tools • A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop • A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer