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Bilingual Financial Representative
Burlingame, CAApril 3rd, 2026
Job Description
Mandarin/Cantonese/EnglishAre you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you'll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.Benefits Include:Flexible schedule with a strong work-life balance.Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.Training allowance and performance-based incentives.Company-sponsored professional development opportunities.Sponsorship for required licenses and continuous training.We can only consider applicants authorized to work in the United States.Compensation:$50,000 - $150,000+ at plan commissionResponsibilities:Participate in structured coaching and mentorship programs.Provide guidance on insurance, investments, and retirement planning.Ensure compliance with financial industry standards and licensing requirements.Develop client relationships and provide tailored financial strategies.Utilize marketing tools and resources to grow your client base.Qualifications:Must be authorized to work in the US.Demonstrated leadership or a proven track record of success.Excellent communication and relationship-building abilities.No prior financial experience is required, and comprehensive training is included.Self-motivated, coachable, and driven to succeed.Previous sales experience is advantageous.Life and Health Insurance License preferred, but not requiredBilingual in English and Mandarin/Cantonese.About CompanyAt True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals.As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group's mission "To Do Good," we are committed to making a positive impact in the communities we serve while helping our clients navigate life's financial milestones.We're looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we'd love to connect with you!
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