Sales Representative

De Beer Group

Sales Representative at Beer Financial Group helping clients achieve financial goals through tailored financial solutions. Engaging with clients, developing plans, and providing ongoing support.

Posted 7/2/2026full-timeWoodland Hills • California • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to understand their financial goals. Proficient in building trust and rapport, with strong analytical and communication skills to adapt strategies based on client needs.

Highest-signal resume keywords

Financial PlanningClient EngagementAnalytical ThinkingInterpersonal SkillsInsurance Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesInsurance StrategiesRetirement PlanningClient Monitoring

Soft Skills

Interpersonal SkillsCommunication SkillsAnalytical ThinkingTrust BuildingRapport Building

Certifications & Qualifications

Series 6 LicenseSeries 63 LicenseState Insurance Licenses

Industry Keywords

Financial ServicesBusiness DevelopmentClient NetworkCommunity InvolvementProfessional Associations

About the role

Key responsibilities & impact

Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients' assets and income.
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

What you’ll need

A bachelor's degree is preferred.
Previous experience in financial services, insurance or business development is beneficial but not required.
Strong interpersonal and communication skills
Analytical thinking
Ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

Comp & perks

Stipend
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance