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Fadil Group

Business Development Professional

Fadil Group

. Engage with clients to understand their financial goals, aspirations, and concerns .

Posted 11/3/2026full-timeIrvine • California • United StatesMid-LevelSenior💰 $150,000 - $171,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to understand their financial goals. Proficient in building trust and rapport with clients and adjusting financial strategies based on changing circumstances.

Highest-signal resume keywords
Financial PlanningInsurance StrategiesClient EngagementAnalytical ThinkingInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisInvestment PlanningRetirement PlanningInsurance SolutionsClient Monitoring
Soft Skills
Communication SkillsTrust BuildingRapport Development
Certifications & Qualifications
Series 6 LicenseSeries 63 LicenseState Insurance License
Industry Keywords
Financial ServicesBusiness DevelopmentClient NetworkCommunity InvolvementProfessional Associations

About the role

Key responsibilities & impact
  • Engage with clients to understand their financial goals, aspirations, and concerns
  • Develop comprehensive financial plans covering investments, insurance, and retirement
  • Recommend and implement insurance strategies to protect clients' assets and income
  • Monitor clients' financial plans and provide regular updates
  • Adjust financial strategies as clients' circumstances change
  • Build and maintain a client network through referrals, community involvement, and professional associations
  • Help individuals and businesses achieve financial goals through personalized insurance solutions and financial planning

Requirements

What you’ll need
  • Bachelor's degree preferred
  • Previous experience in financial services, insurance, or business development is beneficial but not required
  • Strong interpersonal and communication skills
  • Analytical thinking
  • Ability to build trust and rapport with clients
  • Obtain necessary licenses, such as Series 6, Series 63, and state insurance licenses; training and sponsorship available

Benefits

Comp & perks
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Ongoing training and development programs
  • Sponsorship for advanced certifications
  • Performance incentives
  • Dedicated planning team support
  • Marketing resources
  • Experienced mentors
  • Flexible work-from-home options
  • Company-funded pension
  • Contributions to PFGF profit-sharing retirement plan
  • Industry-leading compensation
  • Mentorship program
  • Ongoing specialized training
  • Dedicated in-house administrative support
  • Career advancement opportunities
  • Collaboration with highly productive peers