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Home » Search Jobs » Job Details
Jobs
Lisa Gaspar, Financial Advisor
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Name:
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Lisa Gaspar |
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Company:
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National Life |
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Address:
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625 The City Drive South,
Orange ,CA 92868
US
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Email:
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Email Company
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Telephone:
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714 621-3220 x102 |
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Fax:
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714 621-3229 |
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Job title:
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Financial Advisor |
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Job description:
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Personal Financial Advisor
Are you looking for a meaningful career that offers the opportunity to make a real difference in the lives of your clients? Our financial advisors enjoy a career with meaningful, satisfying work, significant earning potential and the professional development and marketing resources to help them grow successful practices.
What You Will Be Doing:
Providing comprehensive financial advisory services to clients designed to help them meet their personal and business financial goals. Products used to help achieve these goals include brokerage services, mutual funds, life insurance, annuities and long-term care insurance.
What We Have to Offer:
-Comprehensive training in financial advisory, marketing techniques, consultative selling, client services and regulatory compliance
-Access to more than 6,000 investment companies* and 200 insurance companies
-High earning potential
-Full benefits package including group medical, dental, life, healthcare, pensions, 401(k) plan and more
-Dedicated management team
-Tenured back office support
-Opportunity for joint work with a group of established financial professionals from dozens of specialties
-Recognition and award programs including trips to spectacular worldwide destinations
-Tuition reimbursement programs for professional designations
What We Are Looking For:
-Bachelor’s degree or equivalent work related experience
-One to three years industry or other sales experience
-Proven knowledge of the financial industry
-Ability to obtain FINRA Series 6 or 7 as well as Series 63 and 65 or 66 registrations
-CA Variable Life & Health Insurance licenses
-Strong inclination towards sales
-A desire to own and run your own business
To Be Successful in this Position You Must Possess and Effectively Demonstrate the Following Skills:
-Ability to quickly understand and market a variety of financial products and services
-Exceptional communication skills
-Effective use of technology for sales presentations and account servicing
-Initiative and strong action-orientation
-Commitment to team success
-Time management
-Ability to build customer loyalty
-Capacity to work with very limited supervision
Compensation:
The compensation package for advisors is very competitive, with no ceiling on earning potential. Income sources may include base salary, commissions, asset-based compensation or a combination of these components.
Our History:
Our focus continues to be high-quality service to individuals and their families, business owners, and professionals. Our mission, for which we are most highly regarded is to make a positive, qualitative, financial impact on the lives of our clients, staff and financial professionals.
We have actively managed and directed hundreds of millions of dollars in current and future benefits on behalf of our clients. We have been consistently recommended by many leading accountants and estate planning attorneys.
We are very proud of our heritage and our primary affiliation with National Life Insurance Company, established in 1849. We equally cherish our relationship with hundreds of other life insurance and pension companies. Through our Broker/Dealer, Equity Services, Inc., we provide access to many of the nation’s leading financial management firms, mutual funds and investment advisors.
If this is the opportunity you’ve been looking for, contact us today!
*Securities and investment advisory services offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, VT. Branch office: 8383 Wilshire Blvd., Suite 450, Beverly Hills, CA 90211
CA Lic 0F19070
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