Build a Career Worth
Being Proud Of
At Beach Financial Group, we believe that the right people make all the difference. We are growing — and looking for professionals who lead with integrity, think long-term, and genuinely care about the clients they serve.
What We Stand For
Our culture is not an accident — it is the result of deliberate choices about how we work, how we treat clients, and how we support one another.
Client-First Culture
Every decision starts with the client. We measure success by the confidence and security we build for the people and businesses we serve.
Integrity Without Compromise
We operate with full transparency — recommending only what is in our clients' best interest, and holding ourselves to that standard every day.
Continuous Learning
Insurance is complex and evolving. We invest in the ongoing education of every team member so our clients always receive expert, current guidance.
Collaborative by Design
We work as one team across disciplines — advisors, support staff, and leadership — to deliver a seamless experience inside and out.
Open Positions
We are actively hiring for the roles below. If you do not see a perfect fit, we encourage you to reach out — we are always interested in talented people.
Commercial Lines Account Manager
Manage and service a book of commercial insurance accounts, ensuring clients receive expert guidance on coverage, renewals, and risk management across a broad range of industries.
- Active California P&C license required
- 3+ years of commercial lines experience
- Strong knowledge of commercial property, liability, and specialty coverages
- Excellent client communication and organizational skills
Personal Lines Account Executive
Develop and service personal lines accounts for individuals and families, delivering tailored home, auto, umbrella, and specialty coverage solutions.
- Active California P&C license required
- 2+ years of personal lines experience
- Ability to build and maintain strong client relationships
- Experience with high-net-worth personal lines a plus
Group Benefits Account Manager
Oversee employer group benefits accounts from implementation through renewal, acting as the primary point of contact for clients across medical, dental, vision, and ancillary lines.
- Active California Life & Health license required
- 3+ years in group benefits account management
- Experience with carrier negotiations and open enrollment support
- Strong analytical and presentation skills
Life & Health Account Representative
Support clients with individual life, health, disability, and Medicare solutions. Educate prospects and policyholders on coverage options and help them navigate enrollment and claims.
- Active California Life & Health license required
- 1+ years in life and health insurance sales or service
- Strong interpersonal and consultative selling skills
- Medicare experience a plus
Certified Public Accountant
Provide accounting, tax planning, and financial reporting support across the Beach Financial Group family of companies, working closely with leadership and external partners.
- Active CPA license required
- 3+ years of public or private accounting experience
- Proficiency with accounting software and financial reporting
- Experience in financial services or insurance a plus
Receptionist
Serve as the welcoming first point of contact for clients and visitors, managing front-desk operations, scheduling, and administrative support for our advisory team.
- 1+ years of front-desk or administrative experience
- Professional, polished, and client-focused demeanor
- Strong organizational and communication skills
- Proficiency with Microsoft Office and scheduling tools
Intern
Gain hands-on experience in insurance advisory, operations, and client services. Interns work alongside experienced professionals and gain real exposure to the full scope of our business.
- Currently enrolled in a business, finance, or related degree program
- Eager to learn and take initiative
- Strong written and verbal communication skills
- Available a minimum of 20 hours per week
Volunteer Opportunities
Beyond our paid roles, we welcome volunteers who want to contribute to financial literacy and community access. Whether you are a student, a retired professional, or simply passionate about helping others navigate insurance — there is a place for you here.
Community Outreach Volunteer
4–8 hrs/month
Represent Beach Financial Group at local community events, health fairs, and financial literacy workshops. Help residents understand their insurance options and connect with free resources.
Financial Literacy Educator
2–4 hrs/month
Lead or assist with workshops on insurance basics, Medicare enrollment, and personal risk planning — designed for underserved communities and first-generation policyholders.
Administrative Support Volunteer
Flexible
Assist the team with document preparation, client follow-up, data entry, and event coordination. Ideal for students or early-career professionals building experience in financial services.
Don't See the Right Role?
Send us your resume and a brief note about what you are looking for. If you are a strong fit now or in the future, we will be in touch.
Send Your Resume