Qualifications

• Life Accident and Health License required within 30 days of hire
• Previous success in financial services as a financial planner, personal financial advisor, or financial consultant
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Self-motivated and driven to succeed

Responsibilities

• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Work on a team if desired

Job description

Are you looking to be compensated for what you put in, rather than what someone says you are worth? Our successful candidate will have a proven track record of long-term advisor relationships and great communications skills.

Compensation $80,000 to $100,000 Annually + Growth Potential.

Responsibilities:

Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Create customized financial plans suitable for each client based on potential life changes and changing financial needs Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Work on a team if desired

Qualifications: Life Accident and Health License required within 30 days of hire Previous success in financial services as a financial planner, personal financial advisor, or financial consultant Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Self-motivated and driven to succeed

About Company

If you want to be a part of an energetic, supportive, and caring team environment, this company is the right place for you! Driven by our values, we strive to build meaningful, long-term relationships with clients through a “Service First” philosophy.

Whether your focus is building or preserving wealth, our commitment to a cross-disciplinary planning process allows us to ensure that your financial blueprint is designed through a collaboration of financial, legal, and accounting perspectives. Our team of experienced professionals, each has a deep passion for serving our clients and adhering to our mission and purpose. We hope you choose to join our team!

Job Type: Full-time

Pay: $76,757.09 - $132,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Vision insurance
• Work from home

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Ability to commute/relocate:

• Syosset, NY 11791: Reliably commute or planning to relocate before starting work (Required)

Experience:

• sales: 1 year (Preferred)

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Work Location: Hybrid remote in Syosset, NY 11791

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