What are the responsibilities and job description for the Financial Services Associate position at RJ Financial Services Inc?
About Us
We are a growing financial services organization dedicated to helping families and individuals reach their financial goals. Our team provides personalized strategies in life insurance, investments, retirement planning, and wealth-building solutions. We are committed to empowering our associates with the tools, training, and mentorship they need to succeed in a rewarding career.
Position Overview
As a Financial Services Associate, you’ll work directly with clients to understand their financial goals and provide tailored solutions that fit their needs. This role is ideal for someone who is ambitious, enjoys helping others, and is motivated by both personal growth and financial success.
Responsibilities
- Build and maintain client relationships through consultation and service.
- Conduct financial needs analyses and present customized solutions.
- Educate clients on services such as life insurance, investments, retirement strategies, and debt management.
- Attend team trainings and stay current on industry products and regulations.
- Meet individual and team sales goals with integrity and professionalism.
Qualifications
- No prior financial experience required — training provided.
- Strong communication and interpersonal skills.
- Self-motivated with a growth mindset.
- Ability to work independently and as part of a team.
- Must be 18 years or older and legally authorized to work in the U.S.
- Licensing (life/health or securities) is a plus — support is available for candidates seeking licensing.
What We Offer
- Flexible schedule (part-time or full-time opportunities).
- Comprehensive training program and ongoing mentorship.
- Competitive compensation: commission-based with bonuses and incentives.
- Opportunities for professional growth, licensing, and career advancement.
- A supportive team environment that celebrates success.
Apply today to join our dynamic team and start building a career in financial services where your effort directly impacts your income and your clients’ futures.
Job Types: Full-time, Part-time
Pay: $2,795.00 - $8,972.00 per month
Expected hours: 10 – 80 per week
Benefits:
- Financial planning services
- Flexible schedule
- Paid training
- Retirement plan
License/Certification:
- Life Insurance License (Preferred)
- Securities Industry Essentials (Preferred)
Ability to Commute:
- Moreno Valley, CA 92551 (Preferred)
Work Location: Hybrid remote in Moreno Valley, CA 92551
Salary : $2,795 - $8,972