Job Description

ABOUT US:

The Quintessential Experience in Financial Services is dedicated to the pursuit of protection, preservation and growth of our clients' assets.

We've built our reputation by providing excellent service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost-efficient, and customized solutions to our client's needs.

Our professional specialties encompass the eight areas of financial services that our clients tell us are important to them and their families:

•Retirement Plans

•Life Insurance

•Long-Term Care

•Investment Service

•Trust and Estate Planning Strategies

•Business Continuation

•Employee Benefits

•Disability Income

Long-Term Care insurance is offered through representatives who are independently contracted with insurers providing such coverages and is neither underwritten nor issued by National Life Insurance Company.

RESPONSIBILITIES:

As a Financial Representative/Financial Advisor with The Quintessential Experience in Financial Services, you will take the time to learn about your clients. Achieve a better understanding to the uniqueness of their situation in order to develop a list of priorities as well as an evaluation of all of their options. You will accomplish this by:

• Conducting client presentations and seminars
• Attend regular trainings to enhance your product knowledge
• Comply with all industry, state and federal regulations
• Provide financial options that are in the best interest of your client
• Resolve client inquiries or issues by using market analysis, product and industry knowledge
• Develop personal business and marketing plans

KNOWLEDGE & ABILITIES:

• Entrepreneurial drive
• Strong business ethics, mainly honesty and integrity
• Client focused
• Ability to work independently as well as contributing to the overall team’s success
• The understanding and implementation of confidentiality
• Exemplary communication and follow up skills
• Ability to learn National Life Group’s products and explain to customers and colleagues
• Ability to adapt, anticipate, and plan for future changes & opportunities based on past experiences
• Knowledge or willingness to learn sales cycles and prospecting as well as demonstrating the ability to deliver each process
• Professional demeanor and appearance

JOB REQUIREMENTS:

• Must be a US Citizen or Permanent Resident

• College degree preferred but not required

• Have or able to obtain appropriate FINRA Registration and State Licensing: (Life & Health, Series 6, 7, 66, 63)

• Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1393 Veterans Memorial Highway, Suite 314N, Hauppauge, NY 11788 (631) 582-6400. Equity Services, Inc. is independent of all named entities. TC124461(1221)

Company Description

Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets. One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs.