Insurance & Financial Services
Contact Our Office Today 888.522.7805
To Top
About LBW

Financial Advisor

Position Description

LBW offers an excellent work environment and benefits package. We’re one of Los Angeles Business Journal’s “100 Best Places To Work” in Los Angeles for 2022. We’re the largest independent insurance and financial services agency headquartered in the Santa Clarita Valley and we have a national reach. We are a family-owned, mid-sized agency that provides very high-quality, high-touch levels of service to our clients.

At LBW, our Financial Advisors are held strictly to their oath to do what’s best for the client at all times. They support their clients as educators, strategists, and navigators. We’re looking for driven, disciplined, experienced advisors who will appreciate being part of a better team and agency. They see value in working for a firm that offers not only Financial Services, but also Group Benefits, Commercial Insurance, and Personal Insurance. This also provides the opportunity for potential other income streams.

We are looking for the right person to join our fantastic team! Are you the one?

RESPONSIBILITIES

  • Nurture your existing book of business and continually prospect for new clients.
  • Analyze financial information received from clients and develop a suitable financial plan.
  • Present the plan to the client and agree on the actions to be taken
  • Implement the plan with the client and monitor the plan accordingly.
  • Provide regular client contact, service, and support for the plan
  • Prepare and deliver Financial Planning sessions or seminars to develop new business.
  • Assist in developing new Sales & Marketing strategies.
  • Develop and maintain long-term relationships with clients to retain them.
  • Arrange referrals or consultations with other Professionals as may be needed.
  • Comply with all Federal, State, Local, Broker-Dealer, and LBW rules and regulations.
  • Attend and complete any Continuing Education requirements.
  • Attend education sessions to stay current on the financial industry and products. LBW values lifelong learning.

REQUIREMENTS

  • Bachelor’s degree in business, finance, sales, marketing, or related field, OR equivalent to 3 years of professional experience in financial services.
  • FINRA Series 66 license at a minimum. Alternatively, a combination of a Series 63 and Series 7 or Series 6.
  • Exemplary communication, presentation, time-management, and organizational skills.
  • Talented at networking with businesses and personal communities.
  • Ability to listen to client needs and provide suitable financial solutions.
  • Successful completion of background checks and pre-employment assessments.
  • To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
  • Proficiency with computer systems and Microsoft Office Suite is required
  • California Life Insurance License is a plus.
  • CFP or ChFC designation desirable but not required.

COMPENSATION

  • Salary draw commensurate with your experience and expected production.
  • Unlimited earning potential with incentive compensation once production exceeds salary draw (paid bi-weekly).
  • On-boarding bonus available for transferrable books of business.

Benefits:

  • 100% Paid Medical, Dental, Long-Term Disability, Life, and Long-Term Care for the Employee with buy-ups available
  • Vision, AFLAC, and Voluntary Life are also offered
  • 401(k) with matching and potential for employer profit sharing contributions.
  • Mileage and client engagement expenses reimbursed. Cell phone allowance.
  • Office, computer, comprehensive financial services technology stack provided.

INSURANCE CLIENT TESTIMONIALS

  • Thank you for the excellent job you do for my business, my employees, and my family.

    “"I want to thank you for the excellent job you and your team did on my recent fire claim. As you know, the fire we experienced at our property was devastating and the loss much larger than first anticipated. The LBW team stayed on top of the carrier and really pushed to get our claim handled as quickly and effectively as possible. As always, you and your team treated me like a VIP. This is just one more instance that confirms my decision to put both my business and personal insurance with you. More important than the follow-through provided when we experienced our loss, is your team’s continual review of our policies. It was those reviews that made sure we were adequately covered. Thank you also for making me look good in the eyes of the many folks I have referred to you. I know you will always take good care of those I send your way.”

    Rodney L. Gleicher, President G&G Properties

  • I consolidated all of my policies with LBW and received excellent service and better coverage for less annual premiums!

    “I consolidated all of my various insurance policies (homeowner, auto, boat) with LBW and received excellent service from Millie and must say, better coverage on all for less annual premiums! I did not realize that I could get such great rates with AARP policies by using LBW as my agent!!! Highly encourage all my friends to check it out!!!”

    Jennifer Domingos

  • LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions.

    “"I want to take this opportunity to thank you for the outstanding personal attention and service we have received. The staff at LBW are not only very knowledgeable and courteous but they are also accessible both in person and by phone as needed. In addition to all of the personal assistance we have received your staff has well represented LBW as my advocate for quality insurance plans. From design, to enrollment, to administration; LBW has supported me through all of my employee benefits and business insurance choices. LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions."”

    Inna Tuler, President Maintco Corporation

  • The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them

    “The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them. Howard and Todd are both exceptionally informative and really easy to work with. As the CEO of an emerging-growth startup I highly recommend the team at LBW.”

    Marty Chaskin, Co-Founder and CEO of LockAware, Inc.

  • Your team works together seamlessly.

    “The service we receive from LBW has been outstanding! Your team works together seamlessly. LBW can be proud to have such helpful, attentive, competent and caring personnel willing to go the extra mile to help the clients they serve.”

    Barbara Frederick, Dir of HR at Filter Pump Industries