Financial Representative
About Us
Falcon Pacific Group supports professionals who believe financial services begins with understanding people. Our marketplace approach provides access to multiple providers, allowing professionals to compare available solutions and serve clients without being limited to a single provider’s products. We offer full marketing support, managed provider contracting, training and operational assistance to help professionals develop lasting client relationships.
About the Role
We are seeking a licensed Financial Representative who enjoys connecting with people, understanding their insurance needs and providing clear, dependable guidance. This role focuses on prospecting, insurance sales and client follow-up. You will build your own client base while receiving mentorship, marketing resources and case-processing support.
Responsibilities
Identify prospective clients through networking, referrals and approved outreach. Schedule and conduct introductory and insurance needs-assessment meetings. Explain available coverage options, premiums, policy features and limitations. Prepare proposals and illustrations with case-design support. Guide clients through applications and coordinate outstanding requirements. Maintain consistent follow-up with prospects, applicants and existing clients. Keep accurate CRM records and manage an organized sales pipeline. Identify appropriate coverage-review opportunities and refer needs outside your authorization. Participate in coaching to strengthen prospecting, presentation and client-service skills.
Requirements
Active California insurance license appropriate to the products offered. One or more years of insurance sales, banking, customer relationship or related sales experience preferred. Clear communication and strong follow-through. Ability to explain products in straightforward language. Willingness to develop your own prospects and referral relationships. Comfort with virtual meetings, CRM tools and digital applications. Professional judgment and commitment to suitable recommendations. Participation in required online meetings and product training. What to Expect Multiple-provider access: The flexibility to compare available offerings and identify suitable options for each client. Full marketing support: Materials, resources and guidance to strengthen your outreach and professional presence. Managed provider contracting: Falcon coordinates contracting and handles provider negotiations on your behalf. Business support: Onboarding, mentorship, product training, case design, application processing, CRM and administrative assistance. Pay: $85,000.00 - $170,000.00 per year Benefits 401(k) Flexible schedule Health insurance Work from home Work Location: Remote