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Financial Services Representative Jobs in San Diego, CA at Omega Financial Group

Title: Financial Services Representative

Company: Omega Financial Group

Location: San Diego, CA

Start your career as a financial services representative with the largest broker dealer in North America. We are looking for ambitious/entrepreneurial professionals with a desire to build a network of business associates and clients by offering our industry-leading arsenal of financial products. We provide on-the-job training, teaching our financial representatives how to build their agency, create a sound financial plan for their clients, and work with our product providers to offer their clients our industry leading array of products. Many of our financial representatives earn up to $100,000 in their first year. Your earnings are limited only by your work ethic and ambition.
The harder you are willing to work, the more you will earn. There is no cap in earnings.
As non-captive brokers, we work with hundreds of carriers, so we truly work in the best interest of our clients by offering the best products available. Our mission is to provide our clients with a well-rounded education on their financial future, including life insurance, retirement income, active money management and investment planning, long-term care insurance, disability insurance, group term insurance, and much more. We are a Fortune 500 company with the backing of a multi-billion dollar parent company, and we’ve earned the highest financial strength ratings currently awarded from all four of the major credit rating agencies: A.M. Best (A+), Fitch (A+), Moody’s Investors Service (A1), Standard & Poor’s (AA-).

Highly motivated and self-disciplined
Positive attitude and accountability
Organized and detail-oriented with excellent time management skills
Great communicator – active listening skills and the ability to explain complex information in a simple and concise manner is essential.


Schedule appointments and meet with potential clients
Make product recommendations to help clients meet their financial goals
Provide ongoing service and support to existing clients
Be a structured and coachable team player that is open to sales training development
Recruit, train, and develop new associates to build your own team of licensed agents.


Hands on Training with successful senior brokers, no finance experience needed
Career Advancement- we will immediately place you into a program and train you to be a junior broker-we want you to grow and build your own agency.
Constant support- We offer full marketing support as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and brokers who will assist you in developing a clientele. We provide the resources and continuous support you would expect from a Fortune 500 company, with the freedom and autonomy of running your own practice. You will be in business for yourself – but not by yourself.
On-site trainers and product consultants are available to you at all times. This is coupled with an entire division located in the home office dedicated to providing agents with prospecting and sales ideas, product knowledge, and application.

Work Remotely


Job Types: Full-time, Part-time
Pay: $51,770.00 – $124,524.00 per year

Monday to Friday
Weekend availability

Ability to commute/relocate:

San Diego, CA 92131: Reliably commute or planning to relocate before starting work (Required)


High school or equivalent (Preferred)


Financial concepts: 1 year (Preferred)

Work Location: One location

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About Omega Financial Group