About Us
Falcon Pacific Group is a client-centered financial services and insurance platform built on people, responsibility and trust. We work with multiple providers, giving our professionals the flexibility to compare available solutions and recommend options that fit their clients’ needs rather than being limited to one provider’s offerings.
We combine marketplace access with full marketing support, provider contracting, mentorship and operational assistance to help professionals build and grow their practices.
About the Role
We are seeking a licensed Financial Services Professional to help individuals, families and business owners evaluate their protection needs and explore appropriate insurance and retirement-related solutions.
This role combines client relationship development, needs assessment, solution coordination and ongoing service. You will develop your own client pipeline while receiving support from Falcon’s team.
Responsibilities
Develop client relationships through referrals, networking and approved outreach.
Conduct needs assessments covering family protection, income protection, existing coverage and retirement priorities.
Compare available provider offerings and explain appropriate options within your licensing and authorization.
Work with case-design specialists to prepare illustrations, proposals and recommendations.
Guide clients through applications, underwriting requirements and policy implementation.
Conduct ongoing reviews as clients’ circumstances and priorities change.
Coordinate with appropriately authorized specialists when clients need services outside your role.
Maintain accurate CRM records and follow applicable documentation and privacy standards.
Requirements
Active California insurance license with appropriate lines of authority.
Two or more years of insurance, financial services, banking or related client-facing experience preferred.
Strong communication, relationship-building and organizational skills.
Ability to develop your own prospects and maintain consistent follow-up.
Comfort using CRM tools and conducting virtual client meetings.
Commitment to ethical recommendations and responsible client service.
Participation in required online meetings, training and continuing education.
What to Expect
Access to multiple providers: More flexibility to compare available products and serve different client needs.
Full marketing support: Resources, materials and guidance to help build your presence and develop your practice.
Managed provider contracting: We handle contracting coordination and provider negotiations on your behalf, reducing the need to manage separate negotiations with each provider.
Practice support: Onboarding, product training, mentorship, case design, application processing, CRM and administrative assistance.
Pay: $85,000.00 - $170,000.00 per year
Benefits
401(k)
Flexible schedule
Health insurance
Work from home
Work Location: Remote