Financial Representative at Name

Location: Stockton, California
Type: Full-time
Posted: Jan 5, 2026

Description

The Financial Representative at Name in Stockton, CA, is responsible for meeting the financial needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions. This involves educating clients, analyzing their needs, recommending suitable solutions ethically, and maintaining client relationships. The role requires proactive marketing, community engagement, continuous professional development, and accurate record-keeping.

Required Skills

Financial Planning
Sales
Customer Service
Networking
Record Keeping

Additional Information

Minimum Education: High school diploma or equivalent; college degree preferred.
Preferred Qualifications: High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.

About Name

Name

InformationDenver, CO, US

Name.com, Inc is a leading domain registrar and web services company providing domain name registration, SSL certificates, website hosting, and related services.