Financial Services Professional - Former Athletes Encouraged to Apply

WE CURRENTLY HAVE AN OPENING FOR A LOCAL FINANCIAL ADVISOR IN NEW ROCHELLE, and we'relooking for a candidate who comes from an athletic background.

Many of our most successful Advisors are former players, coaches, and trainers who miss the camaraderie of a team, the thrill of competition, the growth process, and the satisfaction of working toward a goal.

Here, you'll find all of that again, plus the support of leaders who want to see you win.

Collegiate-level athletic or coaching experience is preferred.

ROLE DESCRIPTION

As a Financial Advisor, you'll work directly with clients to assess their financial needs, recommend appropriate products and strategies, and help them build long-term financial security. Your responsibilities include:

Conducting financial needs assessments with prospective clients

Developing customized financial strategies based on client goals and risk tolerance

Presenting insurance products, investment solutions, and retirement planning options

Building and maintaining long-term client relationships

Attending industry training and professional development to stay current on products and regulations

Utilizing CRM systems to manage client data, appointments, and follow-ups

Participating in weekly team meetings and training sessions

IDEAL QUALITIES FOR THE ROLE

Highly Competitive

Goal-Driven

Disciplined

Coachable

Results-Oriented

Energized by both personal wins and shared victories

Have a track record of being an elite performer

WHAT WE OFFER

Elite Coaching: Direct training from proven leaders (think "player coaches") who know how to win and have a track record of developing other elite Advisors.

We cover the cost for all required licenses. We welcome applicants who are not yet licensed.

First-year compensation ranges from $68,000 to $112,000.

Incentive Trips: Earn your way to destinations like Hawaii, the Bahamas, Punta Cana, Whistler, Marco Island, San Diego, and more.

Supportive Team: We've created a true team environment where we celebrate wins together and pick each other up when we stumble.

Long-term Client Relationships: Building strong, long-term client relationships contributes to career stability and income growth over time.