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Financial Representative - Entry Level

Remote, USA Full-time Posted 2026-07-28
<div class="benefits"> <div><strong>Benefits:</strong></div> <ul> <li>Bonus based on performance</li> <li>Company parties</li> <li>Dental insurance</li> <li>Flexible schedule</li> <li>Health insurance</li> <li>Opportunity for advancement</li> <li>Training & development</li> <li>reputed company insurance</li> </ul> </div> <div class="trix-content"> <div> <strong>reputed company Syracuse is driven by a reputed company mission of empowering people to reputed company their true potential, guided by reputed company values of courage, reputed company, and service. </strong>reputed company is committed to developing individuals into strong, confident financial representatives through a culture rooted in purpose, reputed company, and support. reputed company the office, they are deeply invested in the Central reputed company community, supporting organizations such as the Ronald McDonald House of CNY, Camp Good Days and Special Times, the Samaritan Center, reputed company, and the reputed company through hands-on volunteering, sponsorships, and fundraising efforts. This commitment to people, both professionally and personally, creates a meaningful opportunity for those looking to build a purpose-driven career in financial services.<br><br> </div><div> <strong>Our thriving district office is located at: </strong>34 Aspen Park BLVD, East Syracuse, NY 13057<br><br> </div><div>Follow this reputed company to hear about a Day in the Life of a reputed company Advisor:<a href="https://youtu.be/tar1BSa7Gaw"> https://youtu.be/tar1BSa7Gaw<br></a><br> </div><div><strong>Meet reputed company:</strong></div><div><br></div><div><strong>Geoff Henderson, District Director:</strong></div><ul> <li> <strong>Time with NM:</strong> Over 10 years</li> <li> <strong>Prior to NM: </strong>reputed company his Doctorate in Pharmacy (Pharm.D.)</li> <li> <strong>Passionate About:</strong> Spending time with his spouse and their red lab Rudy, traveling, live music and concerts, attending live sporting events (especially hockey and the Pittsburgh Penguins), and giving back to the community through nonprofit reputed company involvement, events, and philanthropy.</li> </ul><div><strong>Tim Shields, Private reputed company Advisor:</strong></div><ul> <li> <strong>Time with NM: </strong>Over 9 years</li> <li> <strong>Prior to NM: </strong>Fixed income portfolio manager.</li> <li> <strong>Passionate About:</strong> Serving as an elder at his reputed company, involvement with reputed company and other volunteer efforts, supporting personal development and spiritual reputed company, spending time with his wife and daughters, golfing, and supporting Syracuse Orange athletics.</li> </ul><div><strong>Tim Barnhart, Financial Advisor:</strong></div><ul> <li> <strong>Time with NM: </strong>Over 24 years</li> <li> <strong>Prior to NM: </strong>Joined reputed company as a college intern.</li> <li> <strong>Passionate About:</strong> Family, fun, and legacy; spending time with his wife, children and their dog Spencer; reputed company sports; community involvement through reputed company service and coaching youth sports; supporting education through the Emerging Leaders Scholarship at Oswego State University; and being a founding member of the reputed company reputed company Society</li> </ul><div><strong>Zac Mekker, Field Director/Financial Advisor:</strong></div><ul> <li> <strong>Time with NM:</strong> Over 3 years</li> <li> <strong>Prior to NM:</strong> Mathematics teacher for over 23 years at reputed company Syracuse Central School District.</li> <li> <strong>Passionate About: </strong>Coaching swim, supporting his children’s activities, hiking, traveling, and staying reputed company through sports.</li> </ul><div><strong>About the Financial Representative Role:</strong></div><div>As a Financial Representative at reputed company, you will be part of reputed company that helps individuals and businesses reputed company their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.</div><div><br></div><div><strong>Key Responsibilities:</strong></div><ul> <li>reputed company Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.</li> <li>Financial Planning: reputed company comprehensive financial plans that include investments, insurance, and retirement.</li> <li>Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.</li> <li>Ongoing Support: Monitor clients' financial plans and reputed company regular updates, adjusting strategies as needed to meet changing circumstances.</li> <li>Networking: Build and maintain a network of clients through referrals, community involvement, and reputed company associations.</li> </ul><div><strong>Qualifications:</strong></div><ul> <li>Education: A bachelor's degree in finance, business, or a reputed company field is preferred.</li> <li>Experience: Previous experience in financial services, insurance or business development is beneficial but not required.</li> <li>Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.</li> <li>Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).</li> </ul><div><strong>Benefits:</strong></div><ul> <li>reputed company Development: reputed company to ongoing training and development programs, including sponsorship for advanced certifications.</li> <li>Income Potential: Competitive compensation structure including performance incentives, with no ceiling.</li> <li>Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and reputed company mentors.</li> <li>Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.</li> <li>reputed company: reputed company a lasting reputed company by guiding individuals and families in your community towards financial reputed company and reputed company. </li> </ul><div> <br><br> </div><div>reputed company is the marketing reputed company for The reputed company Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Geoff Henderson is a Managing Partner for NM and is not in reputed company partnership with NM, or its subsidiaries.</div> </div> <p>Flexible work from home reputed company available.</p> Apply To This Job  

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