National Life Group
Licensed Financial Advisor
National Life Group, San Francisco, California, United States, 94199
Description
Company Overview:
At National Life Group, we are committed to empowering individuals and families to achieve their financial dreams. As a Financial Advisor, you will play a critical role in guiding clients toward financial security and success. Join our team and embark on a fulfilling career that combines professional growth with personal satisfaction.
Job Description:
As a Financial Advisor, you will build and manage relationships with clients, helping them navigate their financial journey. You will provide personalized financial advice, develop strategic financial plans, and implement solutions to meet each client's unique needs.
What We Offer:Comprehensive Training Program: Benefit from extensive training designed to set the stage for your success.Marketing and Prospecting Support: Access innovative tools and resources to expand your clientele.Mentorship and Collaboration: Learn from experienced professionals through our mentoring program.Independence with Backup: Manage your practice autonomously with the support of a robust financial institution.Competitive Compensation: Attractive salary with performance-based bonuses.Professional Development: Ongoing training and career advancement opportunities.Supportive Culture: Join a team that values collaboration, innovation, and work-life balance.
Commitment to Equal Opportunity:
We are an equal-opportunity employer committed to diversity and inclusion. We provide reasonable accommodations for religious practices, mental health, and physical disability needs.
Responsibilities
•Client Relationship Management: Develop and maintain strong relationships with clients through regular reviews and proactive communication.•Prospecting and Client Acquisition: Utilize various prospecting methods to acquire new clients and build a sustainable practice through referrals.•Portfolio Management: Analyze market trends and provide informed recommendations to optimize client portfolios.•Insurance and Wealth Management: Craft customized financial, insurance, and estate strategies based on clients' goals and risk tolerance.•Team Collaboration: Work with our team of experts to enhance client services and contribute to team success.•Continual Learning: Stay current with financial regulations and market trends to offer cutting-edge advice.
Qualifications
Skills:•Financial Services, Wealth Management, Sales, Relationship Building, Client Management, Interpersonal Communication•Entrepreneurial spirit with strong motivation and drive•Integrity and excellent communication skills•Strong analytical and problem-solving abilities•Experience in financial advising is preferred but not required
Company Overview:
At National Life Group, we are committed to empowering individuals and families to achieve their financial dreams. As a Financial Advisor, you will play a critical role in guiding clients toward financial security and success. Join our team and embark on a fulfilling career that combines professional growth with personal satisfaction.
Job Description:
As a Financial Advisor, you will build and manage relationships with clients, helping them navigate their financial journey. You will provide personalized financial advice, develop strategic financial plans, and implement solutions to meet each client's unique needs.
What We Offer:Comprehensive Training Program: Benefit from extensive training designed to set the stage for your success.Marketing and Prospecting Support: Access innovative tools and resources to expand your clientele.Mentorship and Collaboration: Learn from experienced professionals through our mentoring program.Independence with Backup: Manage your practice autonomously with the support of a robust financial institution.Competitive Compensation: Attractive salary with performance-based bonuses.Professional Development: Ongoing training and career advancement opportunities.Supportive Culture: Join a team that values collaboration, innovation, and work-life balance.
Commitment to Equal Opportunity:
We are an equal-opportunity employer committed to diversity and inclusion. We provide reasonable accommodations for religious practices, mental health, and physical disability needs.
Responsibilities
•Client Relationship Management: Develop and maintain strong relationships with clients through regular reviews and proactive communication.•Prospecting and Client Acquisition: Utilize various prospecting methods to acquire new clients and build a sustainable practice through referrals.•Portfolio Management: Analyze market trends and provide informed recommendations to optimize client portfolios.•Insurance and Wealth Management: Craft customized financial, insurance, and estate strategies based on clients' goals and risk tolerance.•Team Collaboration: Work with our team of experts to enhance client services and contribute to team success.•Continual Learning: Stay current with financial regulations and market trends to offer cutting-edge advice.
Qualifications
Skills:•Financial Services, Wealth Management, Sales, Relationship Building, Client Management, Interpersonal Communication•Entrepreneurial spirit with strong motivation and drive•Integrity and excellent communication skills•Strong analytical and problem-solving abilities•Experience in financial advising is preferred but not required