Beer Financial Group

Beer Financial Group (BFG) is a financial services company with 11-50 employees. BFG is currently hiring for three open positions. Beer Financial Group has three open positions available: * **Entry Level Financial Specialist:** This hybrid role offers the opportunity to help clients achieve financial security through education, motivation, and consistent support. The position involves engaging with clients, developing financial plans, recommending insurance strategies, providing ongoing support, and networking. The location is an immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA, with remote representatives serving Greater Palm Desert, CA. The expectation is to be in the office at least three days per week. * **Client Growth Associate with Athletic Background:** This hybrid role focuses on engaging with clients to understand their financial needs and providing guidance to achieve their financial protection and planning goals. Responsibilities include designing and implementing tailored strategies, regularly reviewing financial plans, and building a network of clients. The location is an immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA, with remote representatives serving Greater Palm Desert, CA. The expectation is to be in the office at least three days per week. * **Financial Representative Career Changer Opportunity:** This hybrid role involves helping clients achieve financial security through education, motivation, and consistent support. The position involves engaging with clients, developing financial plans, recommending insurance strategies, providing ongoing support, and networking. The location is an immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA, with remote representatives serving Greater Palm Desert, CA. The expectation is to be in the office at least three days per week. The roles require use of the following technologies: Interpersonal Skills, Communication Skills, Analytical Thinking, Client Relationship Building, Financial Planning, Teamwork, Mentoring, Community Involvement, Networking, Sales, Coaching, Problem Solving, Adaptability, Goal Orientation, Time Management, Leadership, Client Education, Insurance Solutions, Client Attraction, Support, and Mentorship. The roles offer a hybrid remote policy. Representatives are expected to be in the office at least three days per week. Immersive in-person culture is offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA, with remote representatives serving Greater Palm Desert, CA. Here are some frequently asked questions about working at Beer Financial Group: 1. **What benefits does Beer Financial Group offer?** Beer Financial Group offers a range of benefits including bonus based on performance, company parties, dental insurance, flexible schedule, health insurance, opportunity for advancement, training & development, and vision insurance. 2. **What are the qualifications for the Financial Representative and Entry Level Financial Specialist positions?** A bachelor's degree is preferred. Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients are required. You will need to obtain necessary licenses, with training and sponsorship available. 3. **What is the income potential?** There is income potential, with top first-year advisors earning $150,000+. 4. **Where is the office located?** The office is located at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA, and serves Greater Palm Desert, CA remotely. 5. **What is the company size?** The company size is 11-50 employees. 6. **What is the remote policy?** The remote policy is hybrid, with an expectation to be in the office at least three days per week. 7. **What are the key responsibilities of the Client Growth Associate?** Key responsibilities include engaging with clients to understand their financial needs, providing personalized guidance, designing and implementing tailored strategies, regularly reviewing and updating financial plans, and cultivating a network of clients.