Make a Meaningful Impact
Discover the unique chance to be a part of Heckman Financial.
Empowering Dreams, One Dollar at a time.
Make a Meaningful Impact
Discover the unique chance to be a part of Heckman Financial.
Empowering Dreams, One Dollar at a time.
Beginning with Heckman Financial
When you become a part of Heckman Financial, you collaborate with an elite team of individuals, carefully chosen for their resilience and unparalleled capabilities. Every member is deeply committed to the core mission of positively shaping key influencers.
Our craft is our passion.
We chase it with an unwavering dedication to OUTSTANDING quality. Our aim? To improve and be #Growingeveryday. Ordinary isn’t what we’re after… We’re in pursuit of the outside of the box creativity ensuring success.
Not only do we pay well, but we offer our team these awesome goodies...
Unlimited paid time off. As long as you get it done, then feel free to have some fun.
We offer Roth 401(k)s with a 4% company match. We know a lot about money. It’s what we do, and our team members should have a retirement plan like our clients.
Group health insurance plan with a great provider network. It’s the same health insurance that Eric has for himself.
We pay for your health, dental, long-term disability, life and vision insurance. Paid time off to go to the doctor, dentist, optometrist, etc. We care about your mental health too, so we have an EAP. Flexible spending and Health Savings accounts help pay for costs on a tax-free basis. There’s even an on-site gym.
Free drinks, snacks, coffee, tea, and hot cocoa — all on-site. If we don’t have it, we can start ordering it for you. We have quarterly team lunches.
We support these charities financially and with paid time off to volunteer: Second Harvest Food Bank, Red Cross, Boy Scouts
Mentorship is part of the deal. We have weekly personal development sessions as a team. Want to take a course, a class, or anything to improve your professional skills, we will pay for 80% of it. The 20% you pay motivates you to complete it. We want to help you as a person, not just as an employee.
Our office is the Comerica Bank building next to 87 and two blocks from the SAP center. We have free parking for all team members. We are a few blocks from Cal Train and light rail, and the VTA bus stop is in front of the building. You can use the parking anytime for events downtown or at SAP.
We’ll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration. We’ll even pay for your Certified Financial Planner® designation. Want to get an Enrolled Agent designation? Let’s do it.
EXPLORE OPPORTUNITIES TO BE PART OF OUR ELITE TEAM
Ready to join our team?
Account Specialist
Imagine a world where people wake up every morning inspired to grow, deliver excellence, and make a big impact in the community. That’s what we do, and we need your help.
Our new Account Specialist will enhance our client experience by going arm-in-arm with our clients and operations teams to create and implement emotionally engaging sales and customer service through EXCELLENT organization and reliability!
Our team at Heckman Financial and Insurance Services, Inc. (www.WealthCreator.com) is focused on helping people plan for their retirement, save money on fees and taxes, and educate the community on personal financial matters. As our Account Specialist, you would be the superstar that helps set up the accounts for our clients, helping them achieve their retirement dreams!
There is always someone needing our help, sometimes a lot of people need our help at once, but our all-star team works cohesively and dynamically to ensure client success . We consider our work our “art” and strive for excellence in everything we do.
You are the SUPERSTAR we are looking for if…
- You are HUNGRY & EAGER to learn, grow & become #BetterEveryDay
- You are dedicated and dependable
- You are flexible and resilient when faced with rapid-fire demands on your attention.
- You are often described as caring and a great listener by your friends and family.
- You aren’t afraid to voice your own opinions to make something better.
- You find it easy to empathize with others.
- You enjoy helping people and meeting their needs in a consistent manner.
- You are proactive, forward-thinking, and “think on your feet.”
- You have high standards for your work.
- You are a highly motivated self-starter and a quick learner.
- You have a “figure it out” attitude about any new project or task you haven’t done before.
- You can work independently or as a team to attain our team goal of providing excellent client service to each client and prospective client!
What you will do:
- Provide a WOW experience to our customers through personal and engaging email, online meetings and phone calls.
- Initiate and process all new business applications for various insurance products, as well as assets under management.
- There will be PLENTY of opportunities to learn and grow.
- No day will be the same… You certainly won’t be bored!
You should possess the following skills:
- Financial Industry experience (required).
- 2+ years working alongside a Financial Advisor in a fast-paced office environment.
- Securities and Insurance License preferred (or willing to obtain within 90 days.)
- Prior customer service experience.
- Strong organizational and time management skills.
- Attention to detail and accuracy.
- Consistent follow-through abilities.
- Excellent communication skills, both written and verbal.
- Experience with MS Office Suite and ability to learn new software quickly.
- Must be able to work 8-5pm PST.
If this is you then go here to submit an inquiry for this position: jennine@wealthcreator.com
Service & Medicare Advisor – L & H Licensed
Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you!
Our well-established and growing financial firm in San Jose, California, is seeking to add a Medicare Advisor to our Team! This Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients.
The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service, always putting clients first. Initial duties include working alongside the Financial Advisor, servicing existing clients and making active outbound calls to set appointments with prospects.
Minimum Requirements
- College degree preferred
- 2 + years of health insurance experience with an emphasis on sales
- Life and Health Licensed
- Strong organizational, prioritization, interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communications skills, both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word and PowerPoint)
- Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
- Educate clients and sell Medicare or health insurance specified to their needs
- Previous experience with open enrollment
- Develop, manage and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
- Give reviews to existing clients
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
If this is you then go here to submit an inquiry for this position: jennine@wealthcreator.com
Career Application
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