EA Financial Solutions
As an Agent, you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. The role involves providing financial knowledge, education, and strategies for business matters, insurance protection, retirement, savings, and estate planning to help clients and business owners tailor-make their ideal futures. No prior financial industry experience is required, as comprehensive training and coaching are provided by expert leadership.
No cost, personalized consultations with clients. We explain the basics of Medicare and discuss your individual situation.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for EA Financial Solutions.
EA Financial Solutions didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role