Financial Planner

Turn ambition into action.

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.

No Finance Experience? No problem!

• Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance.
• If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services.

What we offer:

• Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company.
• Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time.

$50,000

• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied

• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• Bachelor’s degree preferred; high school diploma mandatory
• Basic understanding of sales lead or accounting software is helpful

• 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."

Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788.

We can only consider applicants authorized to work in the United States.