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Financial consultant

Lincoo Financial & Insurance Services Inc
La Palma, CA Full Time
POSTED ON 7/22/2026 CLOSED ON 8/9/2026

What are the responsibilities and job description for the Financial consultant position at Lincoo Financial & Insurance Services Inc?

Job Description


Join us and grow your career to new heights. Lincoo Financial & Insurance Services Inc in La Palma, California, is looking for a confident, experienced Producer / LSP to join our team. In this Part time or Full-Time position, you will be responsible for selling and promoting our products. We are a dedicated and driven team with a focus on providing each of our customers with amazing customer service. If you are looking for a new opportunity to grow, this may be the role for you. Your positive attitude and knowledge of products and services will make you an amazing asset to our customers. If you are ready to grow your sales career, Apply Today!


Benefits


Work from Home

Career Growth Opportunities

Flexible Schedule

Retirement Plan

Paid Time Off (PTO)


Responsibilities


  • Meet new business production goals and objectives as established.
  • Develop insurance quotes, make sales presentations, and close sales.
  • Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
  • Develop new Financial Services opportunities.
  • Be outstanding at relationship building.

Requirements


  • A Property & Casualty insurance license is required.
  • A Life & Health Insurance license is required.
  • Successful sales background.
  • Minimum 1 year prior sales experience preferred.
  • Previous work experience in sales, marketing, promotions or telemarketing.
  • Bilingual, fluent in both English and Spanish is beneficial.

Salary : $70,000 - $120,000

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