Financial Representative

Job Description

Job Description

Financial Services & Investment Professional – Training Provided (Hybrid)

Locations: Raleigh, NC
Boca Raton, FL , Jacksonville, FL, Fairfield, CT. Job Type: Contract | Hybrid

About Us

Florida Financial & Insurance Agency, an affiliated partner of National Life Group, helps individuals, families, and business owners protect their futures and achieve long-term financial security. As we continue expanding, we’re seeking motivated, coachable professionals—experienced or new to the industry—who want to build a meaningful, high-earning potential career with pathways into leadership and financial strategies.

For those interested in expanding into securities or investment advisory work, optional affiliation with Equity Services, Inc. (ESI)—a Broker-Dealer and Registered Investment Adviser—is available.

Key Responsibilities

Financial Services & Insurance Responsibilities

• Build and manage your own client base using company-supported marketing tools.

• Develop long-term relationships through ongoing communication and reviews.

• Provide customized solutions in insurance and retirement strategies.

• Participate in comprehensive training, coaching, and mentorship programs.

• Follow a structured leadership development track with advancement opportunities.

• Work in a hybrid capacity (remote + in-person meetings/training).

Optional Investment & Advisory Services (ESI Affiliation)

For candidates who choose to expand into securities and investment advisory services.

• Develop and manage a portfolio of clients seeking equity and investment guidance.

• Analyze market trends and economic data to craft tailored investment strategies.

• Conduct portfolio management and performance monitoring.

• Educate clients on investment options and financial planning strategies.

• Maintain compliance with regulatory standards.

• Network proactively to expand clientele and business opportunities.

What We Offer

• Non-Captive Contract: Retain full ownership of your book of business.

• Competitive Compensation: Attractive pay structure with substantial performance-based bonuses.

• Full Benefits Package: Health, dental, and vision coverage; 401(k) with company match; pension; life and disability insurance; HSA; tuition reimbursement; and paid time off.

• Company-Paid Travel & Development: Conferences, ongoing training, and professional development at no cost.

• Flexible Schedule: Remote flexibility with optional in-office work.

• Leadership Opportunities: Clear, merit-based advancement pathways.

• Comprehensive Training: Robust education in insurance, financial strategies, and optional investment advisory tracks.

• Marketing & Prospecting Support: Tools and systems to accelerate business growth.

• Mentorship & Collaboration: Work closely with experienced industry professionals.

• Independent Practice with Support: Operate autonomously while backed by a strong, established financial institution.

• No Overhead Costs: Access to a new, state-of-the-art office in Mizner Park (Boca Raton) with no costs to you.

ESI affiliation is optional.

• Required only if you choose to offer securities or investment advisory services.

• Candidates pursuing this path must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI) , Member FINRA/SIPC.

Work Locations

• Primary: Mizner Park, Boca Raton, FL

• Additional: Jacksonville, FL, / Raleigh, NC / Norwalk, CT

Ready to Build a Career with Unlimited Potential?

Apply today and take the next step toward a fulfilling, high-impact future in financial services—with the option to expand into investments and investment advisory work if you choose.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT and its affiliates. Equity Services, Inc. (ESI) is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Florida Financial & Insurance Agency is independent of ESI.

TC8626525(1125)3

Compensation:

$50,000 - $150,000 yearly

Responsibilities:

• Engage in structured coaching, mentorship, and training programs.
• Utilize marketing tools and resources to grow your client base.
• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Follow a leadership advancement track with career growth opportunities.

Qualifications:

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

• FL 2-15 Life, Health & Annuities License Required (or ability to obtain).

• Experience in financial services, investments, or insurance is preferred but not required.

About Company

At National Life Group, our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.