Remote Admin & Sales Track to Advisor (Entry Level)

Posted yesterday

pacific advisorsMillbrae (CA)

SENIORITY

Junior

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About the role

A financial services firm in San Francisco is seeking a driven, detail-oriented Entry-Level Client Care Specialist. This role starts with hands-on training in administrative tasks and client education on disability and life insurance. The position offers a flexible work environment, and by Year 2, candidates can advance to a client-facing advisor role with opportunities for commissions and personal growth. A self-starter with strong communication and organizational skills is preferred.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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