National Life
Entry-Level Financial Advisor
National Life, Melville, New York, us, 11775
Description
Awarded best workplace on Long Island in 2020, 2021, and 2022. We are looking for energetic, personable, and reliable candidates to fill an entry-level position that offers room for growth and a promising career outlook. 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. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
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 Melville, Long Island for training
Awarded best workplace on Long Island in 2020, 2021, and 2022. We are looking for energetic, personable, and reliable candidates to fill an entry-level position that offers room for growth and a promising career outlook. 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. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
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 Melville, Long Island for training