Financial Services Representative – Sales & Client Development
Full-Time | In-Office | San Jose, CA
Expected Annual Income $60,000–$95,000+ (Base + Commission + Bonus)

About the Opportunity

I am looking for a motivated, client-focused sales professional who enjoys building relationships, developing new business, and helping people make important financial decisions.

Financial services experience and licensing are not required. We will train the right person.

This is a growth-oriented sales position with the opportunity to work with an established client base while developing new client relationships. As you complete training and licensing, you will expand into financial services including retirement planning, IRAs, 529 plans, investments, life insurance, and other financial solutions.

What You’ll Do

• Build strong relationships with existing and prospective clients
• Proactively grow the client base through prospecting, referrals, and follow-up
• Identify additional insurance and financial needs within existing client households
• Conduct client reviews and uncover opportunities for retirement, investment, insurance, and financial planning conversations
• Develop new business through relationship-based selling
• Maintain an active pipeline of prospects and client opportunities
• Provide an exceptional client experience and build long-term relationships
• Complete training and licensing to expand your financial-services capabilities
• Work closely with the team to achieve individual and office growth goals

Who We’re Looking For

The ideal candidate is a strong communicator who enjoys sales, people, and relationship building.

You may come from financial services, banking, insurance, retail sales, business development, or another client-facing sales environment.

We are especially interested in candidates who are

• Comfortable initiating conversations and developing new business
• Motivated by sales goals and income growth
• Client-focused and relationship-oriented
• Strong listeners who ask good questions
• Consistent with follow-up and organization
• Accountable and self-motivated
• Interested in learning financial services
• Looking for a long-term career opportunity

Previous financial-services experience is a plus, but not required. Sales ability, attitude, and willingness to learn are most important.

Training & Career Growth

We will provide training and support for the appropriate insurance and financial-services licensing.

As your knowledge, licensing, and experience grow, you will have the opportunity to work more extensively with

• Retirement planning and IRAs
• 529 college savings plans
• Investment products
• Life and health insurance
• Personal and commercial insurance
• Comprehensive client financial reviews

This position offers a strong career path with increasing responsibility, client relationships, professional development, and income potential.

Compensation & Benefits

• Expected annual income $60,000–$95,000+
• Base income plus commission and performance bonuses
• Additional income potential based on production and sales growth
• 401(k) with company matching
• Health insurance
• Dental insurance
• Paid time off and holidays
• Training and professional development
• Licensing support
• Opportunity for advancement

Our Core Values

Integrity • Mutual Respect • Transparency • Compassion • Accountability • Exceptional Customer Interaction • Commitment to Working Together

If you enjoy building relationships, creating sales opportunities, helping clients, and developing a career in financial services, I would welcome the opportunity to speak with you.

Note to Applicants

AI is not used to evaluate your application. Your materials are personally reviewed by me. If you receive a follow-up, it is because I believe your background may be a strong fit for my office.

Burch Boehner
Business Owner