As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring, and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on:
- Comprehensive Financial Planning
- Personal Needs Analysis
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Estate Analysis
- Retirement Solutions
- Business Needs Analysis
- Employee & Executive Benefits
Responsibilities:
? Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives.
? Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability
insurance, long-term care insurance, annuities and investments.
? Create a referral based practice to build your clientele.
Location: New YorkCompensation: (60k-80k average first year) Commission based, Compensation during trainingPrincipals only. Recruiters, please don't contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.
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