Training Provided Start Building Something That’s Yours.Whether you’re not yet licensed, newly licensed, or changing careers — we’ll help you launch, get trained from scratch, and build something real with the right tools and mentorship. About the RoleIn your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning. As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career. We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. Compensation & Benefits Performance-based bonuses and commissions Comprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and Pension Company-sponsored destination trips and travel incentives In-person work - office located in Braintree, MA Other office locations: Nashua, NH and South Hadley, MA Sponsorship for licenses and ongoing professional development One-on-one coaching, mentorship, and leadership development opportunities We are committed to your success and will provide all of the following to help you develop as a Financial Associate: One-on-one strategic coaching Mentorship, peer group learning environment Virtual and in-person training Remote access to top resources and experts in the industry Marketing systems and capital Leadership advancement track Sponsorship for licenses and ongoing professional training If you're ready to start your career in Financial Services, apply today. Responsibilities: • Engage in structured coaching, mentorship, and training programs. As a Financial Associate, you will: Attend virtual or in-person trainings to enhance financial expertise. Collaborate with coaches and other team members on client cases. Develop client relationships and provide tailored financial strategies. Offer solutions in insurance, asset accumulation, and retirement planning. Utilize marketing tools and resources to grow your client base. Ensure compliance with financial industry standards and licensing requirements. Qualifications: • Strong interpersonal and communication skills. • Competitive mindset with a history of leadership or achievement. • Self-motivated, coachable, and driven to succeed. Successful Financial Associate candidates are: Driven Coachable Competitive Resilient Strong Work Ethic Track Record of Leadership and Success People Orientated Please note: Must be a U.S. Citizen or Permanent Resident/Green Card holder to qualify. Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial Representative opportunity. Compensation: $60,000 - $120,000 yearly

• As a Financial Associate, you will: • Attend virtual or in-person trainings to enhance financial expertise. • Collaborate with coaches and other team members on client cases. • Develop client relationships and provide tailored financial strategies. • Offer solutions in insurance, asset accumulation, and retirement planning. • Utilize marketing tools and resources to grow your client base. • Ensure compliance with financial industry standards and licensing requirements.