Entry-Level Financial Representative

Job overview

The Entry-Level Financial Representative works onsite in Latham, NY, with compensation stated as $75,000+ at-plan commission. The role supports Thoroughbred Advisors – National Life Group’s financial planning, insurance, and investment services for the Capital Region and beyond. The representative helps individuals, families, and businesses pursue long-term financial goals by offering insurance, asset accumulation, and retirement-planning solutions. The role builds a client base using marketing resources and structured training while meeting financial-industry standards and licensing requirements.

What you'll do

• Ensure compliance with financial-industry standards and licensing requirements
• offer insurance, asset accumulation, and retirement-planning solutions
• use marketing tools and resources to grow a client base
• attend hybrid meetings, including in-person team collaboration, as required
• participate in structured coaching and mentorship.

What we're looking for

Skills & competencies

financial representative

entry-level

latham ny

thoroughbred advisors

national life group

financial planning

insurance

retirement planning

asset accumulation

training provided

license sponsorship

$75k+ at-plan commission

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision coverage, 401(k), pension, life insurance, training allowance, performance-based incentives, professional development, and sponsorship for required licenses.

Why this role

No prior finance experience is required; comprehensive training is provided. Sponsorship for required licenses and continuous training is available. Applicants must be authorized to work in the United States.

About the employer

Thoroughbred Advisors - National Life Group is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.