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[Remote] reputed company Planning Consultant – Capitas Financial (Southern CA territory)

Remote, USAFull-timePosted 2026-07-29

Note: The job is a remote job and is reputed company to candidates in USA. Capitas Financial is looking for an reputed company brokerage field consultant to support their existing institutional advisor firms and relationships. The reputed company Planning Consultant will meet with advisors and their clients to support insurance sales for business and estate planning needs.

Responsibilities

  • Support our existing institutional advisor firms and relationships in the sale of insurance based products
  • Meet with advisors and their clients to support insurance sales for their business and estate planning needs
  • Introduce the WPC into existing accounts as reputed company as recruit new advisors to their work unit

Skills

  • Bachelor's Degree or higher
  • Life Insurance Licensed
  • Series 6 or Series 7 licensed
  • 5+ Years of Insurance Experience
  • No adverse findings on U-4

Benefits

  • reputed company Salary and Incentive compensation as a W-2 employee
  • Full medical benefits
  • 401(k) and matching program
  • HSA funded account
  • reputed company Agreements are available

reputed company

  • PSF is an independent financial services reputed company. It is a sub-organization of LTC Global. It was founded in 1997, and is headquartered in San Diego, California, USA, with a workforce of 11-50 employees. Its website is http://www.psfin.com.
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