Turn your goals into meaningful success.

Are you looking to build a rewarding career in the financial services industry—even without prior experience? We’re seeking driven, coachable individuals who are eager to learn, grow, and develop a long-term career in finance. As a Financial Representative, you’ll work closely with individuals, families, and business owners to help build strategies designed to achieve their financial goals. Through our comprehensive training program, you’ll gain the skills, confidence, and knowledge needed to thrive in a career that makes a lasting impact.

What We Offer:

• The ability to design your career with a hybrid work model, combining remote flexibility with in-person training, team collaboration, and ongoing support from a Forbes-recognized insurance organization
• A comprehensive benefits package, including medical, dental, and vision coverage; a 401(k) with company participation; and group life insurance
• A training stipend plus performance-based incentive opportunities
• Company-sponsored licensing, education, and professional development
• Clear pathways for career advancement, including opportunities to grow into leadership roles

Applicants must be within commuting distance of Hauppauge, NY.

$100,000 OTE

Client Relationship Management

• Build and maintain long-term client relationships through consistent communication and regular review meetings
• Lead discovery conversations to understand clients’ financial objectives, risk tolerance, and personal priorities
• Deliver clear, confident, and compliant financial guidance tailored to client needs

Financial Planning & Analysis

• Analyze client financial information to develop comprehensive, personalized financial plans
• Provide guidance on retirement planning, investment strategies, tax-efficient solutions, education funding, risk management, and estate planning
• Prepare and present financial plan recommendations, including ongoing performance reviews

Sales & Business Development

• Identify new client opportunities through referrals, networking, and community engagement
• Recommend tailored investment and insurance solutions to meet individual client goals
• Consistently meet or exceed activity, growth, and revenue targets

Compliance & Documentation

• Ensure accurate and timely documentation in compliance with SEC, FINRA, and internal policies
• Stay up to date on market trends, product offerings, and regulatory changes
• Keep licensing up to date

Required Qualifications

• Active Series 7 and 66 licenses (or Series 65/63 combination), or equivalent state insurance and securities licenses
• Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience
• Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role
• Strong understanding of investment products, financial planning principles, and regulatory requirements
• Excellent communication, presentation, and client relationship management skills
• Must be able to attend all in-office meetings and events

Preferred Qualifications

• CFP, ChFC, or progress toward obtaining a professional designation
• Experience with CRM systems and financial planning software
• Existing book of business (preferred but not required)

• With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.
• Fortune 500 Company - Backed by the strength and support of a nationally recognized company.
• Forbes America's Best Insurance Companies Permanent Life 2025.
• Mission Driven - "Do good. Be good. Make good."