Financial Representative Trainee

2 weeks ago


New York, United States Thoroughbred Advisors Full time

Overview

Are you outgoing? Do you look forward to unique challenges every day? Do you have an entrepreneurial spirit? Do you want to have control of your earning potential?

If you answer, yes, to any of these questions, a career as a National Life Group Financial Representative may be right for you.

Job Responsibilities
- Source prospects and acquire clients utilizing National Life Group’s client engagement process
- Ability to identify and understand client needs and deliver the solutions to meet them
- Comply with all regulatory requirements, including licensing and registrations
- Meet and exceed pre-determined production goals as outlined with hiring manager

Job Requirements
- Bachelor’s degree in business, finance, sales, marketing or related field, preferred not required
- Hold in good standing, resident state Life/Accident & Health License prior to hiring date
- Within 12 months, must become FINRA registered, e.g., Series 6/63, Series 7/66
- Extraordinary client presence and time management skills
- Have an aptitude and desire to develop a network within their personal and professional networks

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham, NY 12110,

Pay: $24,000.00 - $150,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance

Compensation package:

- Commission pay

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

Ability to Relocate:

- New York, NY: Relocate before starting work (required)

Work Location: In person



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