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

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  • National Life
  • Hauppauge, NY

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! 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

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