What are the responsibilities and job description for the Financial Consultant (Entry-Level | Training Provided) position at NewGen Insurance Agency Networks?
Description:
We are building a boutique financial consulting team in the Bay Area, focused on helping individuals and families with long-term financial planning, tax-efficient strategies, and retirement solutions.
Our approach to financial planning is holistic — integrating areas such as tax strategies, retirement income planning, and risk management solutions (including life insurance when appropriate).
This role is ideal for:
- Individuals exploring a career transition
- Professionals looking to build a second income stream
- Those interested in financial services but without prior experience
What We Offer:
- Structured training program (no experience required)
- Mentorship from experienced professionals
- Flexible schedule (part-time or full-time)
- Access to AI tools and marketing systems
- Clear path to build your own client base
What You’ll Do:
- Learn financial planning fundamentals
- Support clients with basic financial strategies
- Build your own network and client relationships
- Develop into a licensed financial professional
Preferred Background (not required):
- Real estate / mortgage / tax / sales
- Strong communication skills
- Entrepreneurial mindset
Compensation:
- Performance-based (uncapped income potential)