Golden Summit Wealth & Insurance Solutions is seeking a Financial Advisor to join their growing team. The role involves expanding an insurance practice, partnering with wealth and planning teams, and growing a client base with marketing support and business development tools.
Responsibilities
- Expanding your insurance practice with access to a robust portfolio of products
- Partnering with our wealth and planning teams to offer holistic strategies
- Growing your client base with marketing support and business development tools
- Continuing your professional education and development with our mentorship program
Skills
- 1–2 years of insurance sales experience
- Current CA Life & Health license
- Strong communication skills and a genuine interest in helping people
- Entrepreneurial mindset and drive to grow
Benefits
- Expanding your insurance practice with access to a robust portfolio of products.
- Partnering with our wealth and planning teams to offer holistic strategies.
- Growing your client base with marketing support and business development tools.
- Continuing your professional education and development with our mentorship program.
- Access to advanced planning tools and marketing resources.
- A team culture that supports growth and celebrates success.
Company Overview
We are a holistic financial planning firm that believes in the creation of a comprehensive financial roadmap for our clients. It was founded in 1851, and is headquartered in Walnut Creek, California, USA, with a workforce of 51-200 employees. Its website is https://northerncalifornia.massmutual.com/.