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Client Advisor – Athletic Background
Salinas Packaging Group. Educate clients on financial planning and insurance options .
Posted 9/22/2026full-timeManhattan Beach • California • United StatesMid-LevelSenior💰 $89,000 - $106,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and insurance education, with a strong focus on building and managing client relationships. Possesses excellent communication skills and a goal-oriented mindset to achieve performance targets and support client decision-making.
Highest-signal resume keywords
Financial Planning EducationClient Relationship ManagementGoal-Oriented MindsetStrong Communication SkillsBachelor's Degree
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInsurance Options EducationPortfolio Management
Soft Skills
Interpersonal SkillsCustomer ServiceTeam CollaborationIntegrityProfessionalism
Certifications & Qualifications
Financial Licenses
Industry Keywords
Business DevelopmentClient ObjectivesPerformance TargetsGrowth Opportunities
About the role
Key responsibilities & impact- Educate clients on financial planning and insurance options
- Provide excellent customer service and build lasting relationships
- Collaborate with a local supportive team
- Participate in the full business development process with training and support
- Build and manage client relationships and portfolios
- Help clients achieve their financial objectives
- Pursue performance targets and growth opportunities
Requirements
What you’ll need- Strong communication and interpersonal skills
- Goal-oriented with a desire to succeed
- Willingness to obtain needed licenses, support provided by NM
- Candidate should take ownership and responsibility
- Candidate should enjoy helping others make confident decisions
- Candidate should be team-oriented, driven, and growth-minded
- Service-focused with integrity and professionalism
- Bachelor's Degree (preferred)
- Athletic background encouraged
- Ability to educate clients on financial planning and insurance options
Benefits
Comp & perks- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Flexible work from home options available
- Performance-based compensation with uncapped earning potential
- Life insurance
- Retirement plan
- Ongoing professional development
- Local culture of support and positive recognition
- Industry Leading Compensation
- Mentorship Program offering new agents the necessary fundamentals
- Ongoing Specialized Training
- Dedicated In-House Administrative Support
- Career Advancement Opportunities
- Collaboration with highly productive peers