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Financial Advisor – Military Background
De Beer GroupFinancial Advisor role at Beer Financial Group developing personalized insurance plans and maintaining client relationships. Seeking veterans and individuals interested in financial services to join the team.
Posted 7/21/2026full-timeWoodland Hills • California • 🇺🇸 United StatesMid-LevelSenior💰 $87,000 - $110,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates the ability to evaluate clients' financial needs and develop personalized insurance plans while maintaining strong client relationships. Stays informed about industry trends and ensures compliance with regulatory requirements.
Highest-signal resume keywords
Client Relationship ManagementInsurance Product KnowledgeFinancial Needs EvaluationRegulatory CompliancePersonalized Insurance Planning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong CommunicationAdvisory SkillsSupportive Client Interaction
Industry Keywords
Insurance ProductsFinancial StrategiesIndustry TrendsCompany PoliciesFinancial Services
About the role
Key responsibilities & impact- Evaluate clients' financial needs and goals to recommend appropriate insurance products
- Develop personalized insurance plans that align with clients' long-term financial strategies
- Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve
- Stay informed about the latest insurance products and industry trends to provide clients with the best options
- Ensure all recommendations and sales comply with company policies and regulatory requirements
Requirements
What you’ll need- Bachelor's Degree (preferred)
- Military background
- Prior insurance or financial services experience is not required
Benefits
Comp & perks- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance