Transform your ambitions into real achievement.
Are you searching for a chance to grow a fulfilling career in the financial world-even without previous industry experience?
Our firm is looking for motivated individuals who are ready to learn and advance within financial services.
As a Financial Representative, you'll guide individuals, families, and business owners in creating strategies to reach their long term financial objectives.
With our structured training program, you'll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference.
What we provide: The flexibility to shape your own career through a hybrid work setup-enjoy remote work combined with in person training, team collaboration, and continuous support from a Forbes recognized top insurance company.
A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance.
A training stipend, along with performance based bonuses.
Company funded professional growth and licensing opportunities.
Boundless room for career progression: We're seeking motivated individuals who want to grow professionally and step into leadership roles over time.
No background in finance?
That's completely fine.
More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non financial fields.
If you've found success in your current profession and are ready for a new opportunity, we'll equip you with the training, tools, and mentorship you need to excel in financial services.
Applicants must be within commuting distance to Hauppauge, NY.
Responsibilities Create customized financial plans suitable for each client based on potential life changes and changing financial needs.
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products.
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations.
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
Qualifications Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital.
Bachelor's degree in business administration, finance, or related field is required.
Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred.
Superior customer service skills, math skills, relationship skills, and communication skills are preferred.
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential.
Compensation $100,000 OTE About Eastern Advisory Group With a strong partner with over 175 Years of stability.
A legacy of helping families and businesses since ****.
Fortune 500 Company - Backed by the strength and support of a nationally recognized company.
Forbes America's Best Insurance Companies Permanent Life ****.
Mission Driven - "Do good. Be good. Make good."