Financial Services Representative
6 days ago
Awarded best workplace on Long Island in 2020, 2021, and 2022, National Life is seeking a talented and dedicated individual to fill an entry-level position in our financial services team.
We are looking for a personable and reliable candidate who is passionate about delivering excellent client service and has a strong desire to grow and develop their career in the financial industry.
As a Financial Advisor, you will work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual income, financial goals, and other factors contributing to wealth management.
Key Responsibilities:- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
- Serve as a collaborative team player willing to further development through continued training opportunities
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Consider clients' life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Complete Life and Health certification within 45 days
- Long Island/Queens candidates only
- Previous Sales experience preferred
- Must be able to commute to Melville, Long Island for training
Compensation: $50,000 - $75,000 annually
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