Financial Specialist – Entry Level

De Beer Group

Entry Level Financial Specialist at Beer Financial Group aiding clients with personalized insurance solutions and financial planning. Engaging clients and building long-term relationships for financial success.

Posted 7/21/2026full-timeWoodland Hills • California • 🇺🇸 United StatesEntry Level💰 $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 build trust and rapport. Proficient in monitoring and adjusting financial strategies to align with clients' evolving goals and circumstances.

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 StrategiesRetirement PlanningInsurance StrategiesAnalytical Thinking

Soft Skills

Interpersonal SkillsCommunication SkillsBuilding TrustRapport 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