Are you an ambitious, sociable, and energetic individual seeking a position as a Sales Agent in Hauppauge, NY? This role presents opportunities for advancement and a bright career path. The perfect candidate excels in assisting customers in recognizing and attaining their financial objectives through a variety of planning services, more specifically, Life Insurance. Join our team to develop your expertise in risk management, life insurance, estate planning, debt and investment management, retirement planning, mutual funds, investment opportunities, and more. Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Serve as a collaborative team player willing to further development through continued training opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Complete Life and Health certification within 45 days Qualifications: • Long Island/Queens candidates only • Previous Sales experience preferred • Must be able to commute to Hauppauge, Long Island for training Compensation: $50,000 - $75,000 incentive based compensation

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Serve as a collaborative team player willing to further development through continued training opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Complete Life and Health certification within 45 days