Job Details

Description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offerscomprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.

What you will receive:

• Flexible schedule with remote and in-person work options.
• Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
• Training stipend and performance-based bonuses.
• Company-sponsored travel and professional development programs.
• Sponsorship for required licenses and continuing education.

We can only consider applicants authorized to work in the United States. Applicants must be within commuting distance to Hauppauge, NY.

Responsibilities

• Maintain compliance with industry regulations and licensing requirements.
• Develop client relationships and provide tailored financial strategies.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Attend virtual and in-person training to enhance financial expertise.
• Utilize marketing tools and resources to grow your client base.

Qualifications

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