Financial Advisor - Training Provided Job at National Life Group, Irvine, CA

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  • National Life Group
  • Irvine, CA

Job Description

Job Description

Job Description

Company Overview

National Life Group is one of the leading providers in the financial services industry, specializing in insurance and Investments. We are dedicated to helping our clients navigate their financial futures with confidence and integrity.

Summary

As a Financial Advisor at National Life, you will play a vital role in providing clients with tailored investment solutions that meet their unique needs. This position is essential to our mission of delivering exceptional service and support to our clients as they secure their financial well-being.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

 

Requirements:

  • Proven experience in sales, preferably in the insurance or financial services industry.
  • Strong communication skills, both verbal and written, to effectively interact with clients.
  • Ability to analyze data and make informed recommendations based on client needs.
  • Bilingual skills are a plus but not required.

If you are passionate about helping others secure their financial future and thrive in a dynamic sales environment, we invite you to apply today at National Life Group!

 

Job Type: Full-time - Commission Based

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Vision insurance
  • Work from home

 

Work Location: Hybrid remote in Irvine, CA 92614

Ability to Commute:

 

  • Irvine, CA 92614 (Preferred)

 

Company Description

National Life Group is a financial services company founded in 1848 that specializes in life insurance, annuities, retirement planning, and investment products. With a mission rooted in the values “Do good. Be good. Make good,” the company emphasizes purpose-driven service and community impact. It operates nationwide and is known for its strong financial stability, earning high ratings from agencies like A.M. Best and the Better Business Bureau

Company Description

National Life Group is a financial services company founded in 1848 that specializes in life insurance, annuities, retirement planning, and investment products. With a mission rooted in the values “Do good. Be good. Make good,” the company emphasizes purpose-driven service and community impact. It operates nationwide and is known for its strong financial stability, earning high ratings from agencies like A.M. Best and the Better Business Bureau

Job Tags

Full time, Remote work, Work at office, Flexible hours,

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