Junior Advisor

Are you a licensed insurance or investment professional who thrives in front of people, love helping clients build secure futures, and prefer focusing on relationships rather than cold calling?

Our client has a steady flow of high-quality lead generation – meaning your time will be spent doing what you do best: consulting with prospective clients, building trust, and crafting tailored retirement strategies. If you love this industry, excel at face-to-face client engagement, and want a role where you fully manage long-term client relationships, this is an outstanding opportunity.

San Jose, CA

Onsite

Full-time, permanent placement opportunity

A Junior Advisor is a licensed professional responsible for independently managing client relationships, evaluating retirement-income needs, and developing custom insurance and retirement strategies. Operating under general supervision, you will exercise significant discretion and independent judgment to prioritize cases, manage an assigned book, and handle end-to-end case execution.

Key Responsibilities

• Client Strategy & Analysis: Evaluate client financial goals, risk tolerance, and liquidity needs. Analyze carriers, riders, and product features to create custom, non-scripted recommendations.
• Relationship & Book Management: Serve as the primary point of contact for assigned clients. Conduct regular reviews, proactively address service needs, and foster long-term retention.
• Inbound Sales & Consultation: Conduct consultations with qualified inbound prospective clients. Present tailored solutions, resolve complex objections, and close annuity/insurance transactions.
• Case Management & Administration: Oversee cases from initial consult through underwriting, funding, and policy delivery. Coordinate directly with carriers and internal staff to solve processing issues.
• Independent Decision-Making: Prioritize daily cases, resolve non-routine client issues, and optimize internal service processes autonomously.

Qualifications

• Active California insurance license(s) required for applicable product lines (annuities, life insurance, retirement income products).
• Deep understanding of retirement-income strategies, annuity structures, and insurance product features.
• Outstanding interpersonal, communication, and presentation skills with an ability to simplify complex financial concepts.
• Proven track record of strong judgment, case prioritization, and managing client relationships without high-level handholding.
• Strong commitment to compliance, documentation, and suitability standards.

For immediate consideration, please submit your resume below!

Diversified Solutions was founded in 1997 and continues to provide responsive, innovative and effective solutions to the personnel needs of our client companies in the areas of executive recruitment and all aspects of IT Services. We employ well-qualified individuals with a high degree of integrity and professionalism who are well versed in the latest technology. We offer three different types of opportunities: consulting engagements, consulting with option-to-hire and permanent placements. We welcome you to experience the Diversified Solutions difference!

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor applicants at this time. We do not accept unsolicited C2C resumes.