Entry-Level Financial Representative

Thoroughbred Advisors - National Life Group • Latham, NY, US

Posted 1 year ago

Description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits include;
• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States.

Responsibilities

Ensure compliance with financial industry standards and licensing requirements.
Offer solutions in insurance, asset accumulation, and retirement planning.
Utilize marketing tools and resources to grow your client base.
Attend hybrid meetings, including in-person team collaboration, as required.
Participate in structured coaching and mentorship programs.

Qualifications

Strong interpersonal and communication skills.
Must be authorized to work in the US.
No prior experience in finance is required—comprehensive training is provided.
Self-motivated, coachable, and driven to succeed.
Demonstrated leadership or a proven track record of success.

Compensation

$75,000/year

About Thoroughbred Advisors - National Life Group

Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.