Entry-Level Financial Representative

Job overview

The Entry-Level Financial Representative is an onsite role in Bakersfield, CA. The posting lists a salary range of $60,000–$80,000 per year and also describes performance incentives and a potential to earn $150,000 or more in the first year. The role supports Beer Financial Group’s work helping clients pursue financial security through education, planning, and ongoing support. The representative builds client relationships, learns clients’ financial goals, and develops tailored plans involving investments, insurance, and retirement. The role also recommends insurance strategies, monitors plans over time, and builds a client network through referrals and community involvement.

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 adjust as circumstances change
• and build a network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

financial representative

entry-level

financial planning

insurance solutions

client relationships

bakersfield ca

beer financial group

$60,000–$80,000/year

potential $150,000+ first year

training and development

mentorship

licensing sponsorship

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Entry-level opportunity with training and sponsorship available for required Series 6, Series 63, and state insurance licenses.

About the employer

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