Life Insurance Agent/ Customer Service (Life Insurance, Investment Planning)

PFS Hernandez and Associates

Position: Financial Planner & Family Financial Educator

Employment: Full-Time / Part-Time

Experience: No experience necessary - we train

Position Overview

We are looking for motivated individuals who want to learn how to educate and help families become more financially confident.

As a Financial Planner & Family Financial Educator, you will learn how to help individuals and families understand how money works, protect their income, plan for retirement, manage financial goals, and build a stronger financial future.

No prior financial experience is necessary. We provide training and support.

What You Will Do

• Meet with individuals and families to understand their financial goals.
• Educate families on basic financial concepts, saving, retirement, debt, and financial protection.
• Learn how to explain life insurance and other financial strategies.
• Help clients identify financial priorities and develop appropriate strategies.
• Build and maintain long-term client relationships.
• Participate in company training, mentoring, and educational programs.
• Develop your professional network through referrals and community outreach.
• Follow all company policies and applicable insurance regulations.

Qualifications

• Must be at least 18 years old
• No previous experience required
• No high school diploma required
• Must be willing to complete company-sponsored training.
• Must be willing and able to obtain a state Life Insurance license.
• Must meet applicable licensing and background requirements.
• Professional, dependable, and motivated.
• Strong communication and people skills.
• Willingness to learn and be coached.

What We Provide

• No experience necessary — we train
• Company-sponsored Life Insurance licensing
• Training and mentorship from experienced professionals
• Financial education and product training
• Career development and advancement opportunities
• Flexible full-time or part-time opportunities
• A career focused on helping and educating families

Who We Are Looking For

This opportunity is for someone who wants more than just a job. If you enjoy helping people, educating others, building relationships, and learning about money, we will teach you the skills

You don’t need a financial background or previous industry experience. We provide the training; you bring the willingness to learn and help people.

Start your career in financial services and make a difference in the financial lives of families.

Pay: $53,300.00 - $101,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Hybrid remote in Woodland Hills, CA