Casey Barrett Financial & Insurance Services · 2 weeks ago
Financial Professional
Santa Rosa, CA
Full-time
Hybrid
New Grad, Entry Level
$121K/yr - $121K/yrCasey Barrett Financial & Insurance Services is a Fortune 100 company focused on helping individuals and families achieve their financial goals. They are seeking a Financial Professional to drive positive impact in clients' lives by providing guidance on complex financial challenges and offering various insurance and investment products.
Financial Services
Hiring Manager
Brian Barrett
Responsibilities
Provide peace of mind to clients while helping them navigate financial challenges
Drive positive impact in the lives of families every day as an insurance agent
Help clients prepare for retirement and save for college
Specialize and gain expertise in different areas, such as wealth management and advisory services
Join a strong team with peer-to-peer support options like study groups and mentorship
Qualification
Required
Competitive
Entrepreneurial
Coachable
Communicative
Self-disciplined
Authentic
Benefits
Medical, dental, vision, life, and disability insurance
401(k)
Pension
Company
Casey Barrett Financial & Insurance Services
Financial Planning for families, businesses, and professionals.
Founded in 2025
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase