Entry-Level Financial Representative

Thoroughbred Advisors - National Life Group

Latham, NY

JOB DETAILS
SKILLS
Business Plan, Coaching, Communication Skills, Finance, Financial Analysis, Financial Planning, Financial Services, Insurance, Leadership, Licensing, Maintain Compliance, Marketing, Mentoring, Needs Assessment, People Management, Regulatory Compliance, Strategic Planning, Training Program
LOCATION
Latham, NY
POSTED
1 day ago

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.

Compensation:

$75,000+ at plan commission

Responsibilities:
  • Work with clients to assess financial needs and develop personalized strategies.
  • Maintain compliance with industry regulations and licensing requirements.
  • Attend hybrid meetings, including in-person team collaboration, as required.
  • Participate in structured coaching and mentorship programs.
  • Utilize marketing tools and resources to grow your client base.
Qualifications:
  • Must be authorized to work in the US.
  • Highly motivated with a strong work ethic.
  • Competitive mindset with a history of leadership or achievement.
  • Excellent communication and relationship-building abilities.
  • No prior experience in finance is required—comprehensive training is provided.
About Company

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.

About the Company

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Thoroughbred Advisors - National Life Group