Entry-Level Financial Representative

Thoroughbred Advisors - National Life Group; Latham (NY); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Flexible schedule

Benefits package

Training allowance

Professional development sponsorship

Licensing sponsorship

Job summary

Thoroughbred Advisors - National Life Group in Latham, NY is seeking an Entry-Level Financial Representative to coach clients toward long-term financial goals. You will learn through a structured training program and gradually build a client base while working in a hybrid environment.

Authorized US work status is required, and the role includes sponsored licenses, coaching, and career development opportunities within a growing team serving the Capital Region and beyond.

Qualifications

• Strong interpersonal and communication skills.
• Authorized to work in the United States.
• No prior experience required—comprehensive training provided.
• Self-motivated, coachable and driven to succeed.
• Demonstrated leadership or a proven track record of success.

Responsibilities

• Ensure compliance with financial industry standards and licensing requirements.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow your client base.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Participate in structured coaching and mentorship programs.

Skills

Interpersonal skills

Communication skills

Self-motivated

Coachability

Leadership

Job description

Entry-Level Financial Representative

Thoroughbred Advisors - National Life Group Latham, New York, United States

About this position

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits

Benefits include;

• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States.

Compensation

$75,000+ at plan commission

Responsibilities

• Ensure compliance with financial industry standards and licensing requirements.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow your client base.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Participate in structured coaching and mentorship programs.

Qualifications

• Strong interpersonal and communication skills.
• Must be authorized to work in the US.
• No prior experience in finance is required—comprehensive training is provided.
• Self-motivated, coachable, and driven to succeed.
• Demonstrated leadership or a proven track record of success.

About Company

Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.