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Salinas Packaging Group

Financial Representative

Salinas Packaging Group

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

Posted 9/22/2026full-timeManhattan Beach • California • United StatesEntry Level💰 $74,000 - $100,000 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 building long-term client relationships through effective communication and trust-building.

Highest-signal resume keywords
Financial PlanningInsurance StrategiesClient Relationship ManagementInterpersonal SkillsAnalytical Thinking

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 Building
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
  • Build long-term client relationships
  • Provide personalized insurance solutions and financial planning
  • Guide individuals and families toward financial security and success

Requirements

What you’ll need
  • 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
  • Willingness to obtain necessary licenses, such as Series 6, Series 63, and state insurance licenses
  • A bachelor's degree is preferred

Benefits

Comp & perks
  • Retirement
  • 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 with no ceiling
  • Dedicated planning team support
  • Marketing resources
  • Experienced mentors
  • Flexible work from home options
  • Industry Leading Compensation
  • Mentorship Program
  • Ongoing Specialized Training
  • Dedicated In-House Administrative Support
  • Career Advancement Opportunities
  • Collaboration with highly productive peers