Demo

Financial Agent/ Broker

Anthony Financial Services
San Francisco, CA Full Time
POSTED ON 12/30/2024 CLOSED ON 1/10/2025

What are the responsibilities and job description for the Financial Agent/ Broker position at Anthony Financial Services?

Job Overview

As a Financial Agent, you help clients achieve financial security by providing tailored solutions for insurance, investments, and mortgages. This role offers opportunities to expand your expertise through licensing, increasing your earning potential.

Key Duties

  • Assess client needs and recommend suitable financial products.
  • Educate clients on insurance, investment, and mortgage options.
  • Provide excellent customer service and maintain confidentiality.

Qualifications

  • Multilingual skills and prior financial experience are a plus.
  • Strong communication and coachability are essential.

This position combines meaningful client impact with opportunities for professional growth and higher income.

Job Types: Full-time, Part-time

Pay: $34,250.00 - $84,468.00 per year

Expected hours: No less than 6 per week

Benefits:

  • 401(k)
  • Flexible schedule
  • Paid time off
  • Work from home

Supplemental Pay:

  • Commission pay

Work Location: Hybrid remote in San Francisco, CA 94108

Salary : $34,250 - $84,468

Life Insurance Agent
Legacy Builders Financial Services -
San Francisco, CA
Independent Insurance Agent
Emergent Financial Group -
Half Moon Bay, CA
Independent Insurance Agent
Emergent Financial Group -
San Anselmo, CA

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Financial Agent/ Broker?

Sign up to receive alerts about other jobs on the Financial Agent/ Broker career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$157,794 - $204,603
Income Estimation: 
$289,970 - $403,434
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$220,587 - $322,370
Income Estimation: 
$182,497 - $259,882
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Financial Agent/ Broker jobs in the San Francisco, CA area that may be a better fit.

Designated Broker

Radius Agent, San Francisco, CA

Virtual Insurance Agent

Emergent Financial Group, San Rafael, CA

AI Assistant is available now!

Feel free to start your new journey!