Entry-Level Financial Representative

Job Description

Job Description

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.

Occasional in-office presence is required, so candidates must be local to Wading River, NY. We can only consider applicants authorized to work in the United States and we do not sponsor employment visas.

$75,000+ OTE

• Maintain compliance with industry regulations and licensing requirements.
• Leverage company-provided marketing tools and industry resources.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Participate in structured coaching and mentorship programs.
• Offer solutions in insurance, asset accumulation, and retirement planning.

• Must be authorized to work in the US.
• Strong interpersonal and communication skills.
• No prior financial experience is required, and comprehensive training is included.
• Demonstrated leadership or a proven track record of success.
• Highly motivated with a strong work ethic.

• 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."