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Entry Level Financial Advisor – remote

Remote · Philippines Full-time

Spanish below Tired of spending hours in traffic just to get to work? Work mostly from home, with some in-person days at our San Diego office. We help Spanish-speaking families across the United States protect their health, their income, and their loved ones. As a Bilingual Client Advisor, you will listen to each family, explain their options in Spanish, and guide them to the right decision. No experience needed. We train you from day one.

Responsibilities

Contact families who requested information, by phone and video call Understand their needs and explain their family protection options Recommend the right plan and guide them through enrollment Follow up and build long-term relationships and referrals Work toward personal and team goals, support on sales Qualifications 18 years of age or older Live within reach of San Diego for in-person days Legally authorized to work in the United States Fluent Spanish; English is a plus Computer, reliable internet, and a quiet place to work Willing to complete training and obtain the required state certification

What We Offer

Hybrid schedule: mostly remote, some days in San Diego Flexible hours Client contacts provided, so you never start from zero Full training, certification support, and mentorship Clear path to leadership VERSIÓN EN ESPAÑOL ¿Cansado(a) de pasar horas en el tráfico para llegar a trabajar? Trabaja mayormente desde casa, con algunos días presenciales en nuestra oficina de San Diego. Ayudamos a familias hispanas en todo Estados Unidos a proteger su salud, sus ingresos y a sus seres queridos. Como Asesor(a) Bilingüe de Clientes, escucharás a cada familia, le explicarás sus opciones en español y la guiarás para tomar la mejor decisión. No necesitas experiencia. Te capacitamos desde el primer día. Responsabilidades Contactar por teléfono y videollamada a familias que pidieron información Conocer sus necesidades y explicar sus opciones de protección familiar Recomendar el plan adecuado y acompañarlas en la inscripción Dar seguimiento y construir relaciones de largo plazo y referidos Trabajar para alcanzar metas personales y de equipo, soporte en ventas Requisitos Tener 18 años o más Vivir a una distancia razonable de San Diego para los días presenciales Tener autorización legal para trabajar en Estados Unidos Español fluido; inglés es un plus Computadora, internet estable y un espacio tranquilo para trabajar Disposición para capacitarte y obtener la certificación estatal requerida Qué Ofrecemos Horario híbrido: mayormente remoto, algunos días en San Diego Horario flexible Contactos de clientes proporcionados, nunca empiezas desde cero Capacitación completa, apoyo para la certificación y mentoría Plan claro para crecer al liderazgo

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