Financial Professional

Financial Professional 520 Broadhollow Road, Melville, NY 11747 Hybrid work $60,000

• $120,000 a year
• Full-time $60,000
• $120,000 a year
• Full-time Job Summary We are seeking motivated and client-focused individuals to join our team as Financial Professionals.

In this role, you will work directly with individuals, families, and business owners to help them build, protect, and grow their financial future. This is an opportunity to develop a meaningful career in financial services while building your own practice. Financial Professionals are supported through comprehensive training, mentorship, and ongoing development, with the ability to create long-term success through client relationships and personalized financial strategies. Key Responsibilities Develop and maintain strong client relationships through networking, referrals, and community engagement Conduct financial needs analyses and create customized strategies based on clients' goals and priorities Educate clients on financial products and solutions, including insurance and investment strategies Actively prospect and generate new business opportunities to grow your client base Provide ongoing service and support to clients, reviewing and adjusting plans as their needs evolve Maintain a high level of professionalism and integrity in all client interactions Stay informed on industry trends, products, and regulatory requirements Collaborate with mentors and team members to continuously improve performance and client outcomes Meet or exceed individual performance goals in a results-driven environment Qualifications Bachelor's degree preferred (or equivalent professional experience) Strong interpersonal and communication skills Self-motivated with the ability to work independently and manage time effectively Goal-oriented with a desire to succeed in a performance-based environment Entrepreneurial mindset with an interest in building a client-focused practice Prior experience in sales, customer service, or client-facing roles is a plus High level of professionalism, integrity, and ethical standards Willingness to obtain necessary licenses (if not already held)

Pay:

$60,000.00

• $120,000.

00 per year

Benefits:

401(k) Health insurance Retirement plan

Work Location:

Hybrid remote in Melville, NY 11747