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Finance Associate - Investments & Insurance Career

Insurance Solutions by JCA - JC Adviser
San Carlos, CA
January 12, 2021


We are a industry leading insurance and financial services broker/dealer in San Carlos, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

Part timers make on average of $3,500-$6,500 per month where they set their own schedule. You earn while you learn and most people can do this while they're already working.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)

Job Types: Full-time, Part-time

Pay: $3,500.00 - $6,500.00 per month


Flexible Schedule


Monday to Friday


COVID-19 considerations:

To keep everyone as safe as possible most of our meetings and training is through Zoom. In person meetings are appointment only.

Work authorization:

United States (Required)