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Financial Advisor Sales Associate

Appreciation Financial Bakersfield, CA
  • Posted: 14 days ago
  • $60,000 to $115,000 Annually (plus commission)
  • Full-Time

Would you like to be the trusted and respected advisor and not the “salesperson” to your clients? Or maybe the biggest challenge is finding quality clients? Wouldn't it be great to have a captive audience all at one location that want and need your help? If you’ve been searching for this kind of opportunity then Appreciation could be your solution.

We are a company that is 10 years old and just recently made Inc. 5000 list of fastest-growing private companies in the US serving the K-12 public school space nationwide. We have no plans on slowing down, in fact we're cranking things up and looking for like-minded, driven individuals to join our team and help fulfill our mission to help people make, save, and protect their money!

What we do:

We help teachers and staff with their retirement, investments, and insurance needs. We have relationships with school districts in your area to be the trusted partner on campus to help them with their financial matters. Our office is growing, and we are searching for talented consultative sales professionals and leaders to join the team and take on the important and critical role of educating the educators. It’s a privilege to be able to help the same people that helped us as children.

The Top 8 Rewards of Working with Appreciation:

1. Set your own schedule, mostly morning/daytime work. ROWE environment (see below)

2. The ability to build a VESTED book of business and significant residual income that will pay you for years

3. No leads, cold calling, friends, and family or any of those ineffective things!

4. Full back office support to simplify your life (case management, admin, compliance, CRM, tech, commissions, sales reports)

5. Multiple custodial relationships provides the opportunity to manage employer plan and individual assets at a high level

6. Team-building & agency opportunities that are unrivaled within our industry

7. Public employee marketplace is consistent, recession-proof, and growing

8. Consultative and solution based "selling". We create win-win relationships with our clients. The meaningful work serving our amazing clients is what fires us up every Monday morning!

Requirements:

Our most successful reps and leaders have come from all walks of life so our requirements are a little different than the traditional thought of education, resumes, and references. We look for a cultural fit first as well as the top characteristics below that are important to us.

Are you:
Coachable

Accountable

Hardworking

Resourceful

Positive Attitude

Do you have a sincere desire to help people

If you possess these traits, chances are you will be our next superstar and we'd like to chat with you.

*** PLEASE NOTE: This is a 1099 independent contractor full-time commission position (commissions, bonuses, incentives, residual income, international trips and more) and Appreciation Financial is a Results-Only Work Environment (ROWE). This might scare you off and we totally understand. But if it excites and tugs at you to learn more, then let’s have a quick conversation and see where it goes.

Sometimes moving forward means changing directions!

Appreciation Financial

Why Work Here?

business ownership, culture of our people, professional and personal development, residual income, career fulfillment

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need. Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us. Values: Drive - Nothing worth having comes easy Love - Love creates empowerment and value in our people and those that we serve Fun - Live in the moment - don't take yourself too seriously What we do: We help a lot of people We create life-changing wealth We get better every day

Address

1300 Baker Street, Bakersfield, CA 93305
Bakersfield, CA
USA

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