Entry-Level Financial Advisor Job at National Life, Hauppauge, NY

Zm56YlVjb3I4VFNZNytLR1dHeTVuQkprVVE9PQ==
  • National Life
  • Hauppauge, NY

Job Description

Job Description

Job Description

We are looking for dynamic, personable, and dependable individuals to join our team in an entry-level position with room for growth and a promising career path. Your main role will entail working closely with clients to develop financial profiles, equipping you to provide sound financial advice customized to each person's income, financial goals, and other factors impacting wealth management. If you have a passion for sales, are dedicated to delivering outstanding customer service, and believe this opportunity aligns with your goals, don't hesitate to start the application process now!

Compensation:

$50,000 - $75,000 incentive based compensation

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
Qualifications:
  • Long Island/Queens candidates only
  • Previous Sales experience preferred
  • Must be able to commute to Hauppauge, Long Island for training
About Company

At National Life, our story is simple: for over 170 years, we've worked hard to deliver on our promises to millions of people with our vision of providing peace of mind in times of need. It's our cause, stemming from a deep passion to live our values to do good, be good, and make good every day. Learn more at nationallife.com

Job Tags

Similar Jobs

Holland Special Delivery

CDL Truck Driver - Part Time Job at Holland Special Delivery

 ...drivers that are safe and reliable. We treat you with respect and pay you for everything you do. *Advantages of driving Local at...  ...Scheduling * Make more $$$ with our per mile safety bonus!* Hourly paid orientation * *No forced dispatch!** Equipment 2015 or... 

Dan Chin Homes

Showing Agent For Real Estate Job at Dan Chin Homes

 ...Job Description Job Description Are you a real estate agent who loves working with home buyers? Do you love to meet new people and...  ...of real estate transactions. We need to fill the position of a Showing Agent right now. If youre looking for the kind of agency where... 

Riviera Surgical Center

Medical Receptionist Job at Riviera Surgical Center

 ...Riviera Surgical Center in Bullhead City, AZ is looking for a a detail-oriented and friendly Front Desk Receptionist to join our team. We are located on 3003 Az 95 #63. Our ideal candidate will be responsible for welcoming patients, verifying insurance, managing appointments... 

REI Systems

Appian Administrator Job at REI Systems

 ...REI Systems mission is to deliver reliable, innovative technology solutions that advance Federal clients' missions and exceed their expectations. Our technologists and consultants are passionate about solving complex challenges that impact millions of lives. We take a... 

Headway

Licensed Marriage and Family Therapist Job at Headway

 ...clients you see through Headway, so that you can set the hours that work for you. Grow your caseload by providing marketing support and...  ...patients in-person or remotely via telehealth while working from home. We accept the following licenses on a state by state basis:...