Pacific Advisors

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Financial Advisor

Claremont, CA

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Security Clearance: None

Financial Advisors:

We are seeking professionals with the desire to determine their own destiny and be in control of their business. Our ideal candidates thrive on being challenged and enjoy building relationships with the people around them. We find that an entrepreneur’s self-motivation is what drives them to be successful. Our financial professionals enjoy working for themselves and reaping the financial rewards associated with success. This position offers high growth potential and residual income in the financial industry.

What You’ll Be Doing
Establishing client relationships to review and understand their goals and concerns.
In depth financial and content analysis to create a plan with appropriate strategies,
products and services.

Managing Directors:

The primary purpose of a Managing Director is to recruit, train, supervise, retain, and grow a unit of Financial Representatives (FRs) at various stages of professional advancement and experience. The Managing Director assists the General Agent in the overall marketing, growth and development of the Agency.

Responsibilities
Recruits and helps select potential agent candidates within the agency’s target markets. Conducts initial interviews and screening 300+ candidates per year to reach annual recruiting goal of 6-8 new agents per year.
Conducts classroom training on selling skills, selling systems and tools, product information, need analysis and assessment, marketing, compliance and technology. Coordinates agent development with Home Office and Industry education programs to ensure continued upward production levels and career advancement.
Monitors activity and conducts joint field work on a consistent and regular basis to assist in the development of agent prospecting, selling and referral skills as well as evaluate sales practices.
Assists the General Agent in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities.
Maintains weekly reporting requirements to keep General Agent and management team abreast of results and assure the retention and success of individual agents.
Evaluates and makes recommendations on recruiting, selection and training systems to improve agent growth, development and retention.
Pursues industry and Registered Principal designations to enhance credibility and prepare for larger management roles in the future.
Actively participate in company-sponsored-management and leadership development to prepare for new responsibilities and challenge in a changing environment.

College Interns:

At Pacific Advisors, we are looking for talented people who are ready to take flight on an exciting career in financial services. Our internship offers the freedom to build and run a financial services practice with the support of The Guardian Life Insurance Company of America®, a Fortune 250 Company, behind you. If you have the desire to be directly rewarded for your efforts, make a difference in people’s lives and be in a field that offers ongoing learning, you should explore the Financial Representative opportunity. It could be the best career decision you ever make.

As a Financial Representative Intern, you:
Gain a realistic understanding of the career and real-world experience.
Demonstrate the skills needed to become successful in the industry.
Have the ability to take advantage of compensation options while continuing your education and preparing for graduation.
Take advantage of the “head-start” to building a practice once contracted as a Financial Representative.
Have the opportunity to “try out” a career in financial services, mentored by experienced financial representatives, wealth managers, and financial advisors.