Financial Representative

Job overview

The Financial Representative role is hybrid, with an expectation to work in the Woodland Hills office at least three days per week; remote representatives serving Greater Palm Desert are also mentioned. The listing identifies Los Angeles, CA, and states a salary of $60,000–$80,000 per year. Beer Financial Group representatives help clients pursue financial security through education, planning, and ongoing support. The representative builds long-term client relationships, assesses financial goals, develops plans covering investments, insurance, and retirement, recommends insurance strategies, and monitors plans over time. The role contributes to clients’ financial goals through personalized planning and continued service.

What you'll do

• Engage clients to understand financial goals and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor plans and provide updates
• build a client network through referrals, community involvement, and professional associations
• obtain required licenses, with training and sponsorship available.

What we're looking for

Skills & competencies

financial representative

hybrid

los angeles ca

woodland hills office

greater palm desert

beer financial group

$60,000–$80,000/year

financial planning

insurance solutions

retirement planning

client relationships

training and mentorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Stipend, retirement, performance bonus, company events, dental and health insurance, flexible schedule, advancement opportunities, training and development, and vision insurance.

Why this role

The posting describes an in-office expectation of at least three days per week and remote representatives serving Greater Palm Desert. It also mentions a potential first-year earning opportunity of $150,000 or more, distinct from the listed salary range.

About the employer

Beer Financial Group is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.