Outperform Financial and Insurance Services · 20 hours ago
Financial Services Associate
Claremont, CA
Full-time
Hybrid
New Grad, Entry LevelOutperform Financial is a California-licensed insurance agency that helps families, professionals, and business owners protect income and plan for retirement. They are seeking Financial Services Associates who are motivated to build a career in financial services through a structured training program and mentorship.
Financial Services
Responsibilities
Follow our 90‑day Fast Track program to prepare for and pass the California Life Insurance license exam, understand core products, and build a sustainable pipeline using AI and digital marketing tools
Work with mentors on real client situations, from discovery and case design through implementation and review
Learn how to hold thoughtful conversations, explain protection and retirement concepts in plain English, and present solutions that genuinely add value
Take ownership while still having access to support, coaching, and joint‑work opportunities
Qualification
Required
Follow our 90‑day Fast Track program to prepare for and pass the California Life Insurance license exam
Understand core products
Build a sustainable pipeline using AI and digital marketing tools
Work with mentors on real client situations, from discovery and case design through implementation and review
Learn how to hold thoughtful conversations, explain protection and retirement concepts in plain English, and present solutions that genuinely add value
Take ownership while still having access to support, coaching, and joint‑work opportunities
Are coachable, motivated, and willing to invest time and effort in your own development
Enjoy learning, asking good questions, and building long‑term relationships
Want the upside and autonomy of running your own practice, with a clear framework and support team behind you
Preferred
Prior financial services experience is helpful but not required
You have an existing business and want to add financial services to cross-sell to your existing customers
Benefits
Structured 90‑day Fast Track training : one‑on‑one mentoring, shadowing, and supervised client activity so you’re never left to 'sink or swim.'
A hybrid work rhythm that blends in‑person collaboration days with remote time for study, outreach, and follow‑up – designed to support both performance and personal life.
A values‑driven culture that emphasises ethics, clarity, and respect for clients’ time and resources.
Long‑term income potential as you grow your practice, deepen your skills, and move into more complex planning and leadership opportunities.
A 1099 opportunity to build your own business in a regulated, licensed profession, with repeatable systems and support to create meaningful long‑term income if you put in consistent effort.
Commissions on personal production
Renewal commissions for life of policy with no trail time limits
Team building overrides
Personal and team performance bonuses and incentives
Equity participation based on personal production and team building success
Company
Outperform Financial and Insurance Services
Outperform Financial helps families and business owners make smarter, more confident decisions about protection, retirement, and tax‑efficient wealth planning.
Founded in 2025
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase