The Role
Work directly with individuals to build long-term financial plans, grow a client base, and develop an independent advisory business. Build relationships, obtain required insurance and securities licenses, and help clients pursue financial freedom. Compensation via commissions, bonuses, and benefits.
Summary Generated by Built In
About Us
- -At Lee, Nolan, and Koroghlian we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination.
- As a Financial Services Advisor, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. As a Financial Services Advisor you will be building a business that could help change people’s lives for the better.
- A strong relationship builder with a focus on putting people first
- Ability to obtain appropriate licenses (Life,Health,7,66)
- A connector of people
- A dedicated worker: independent, self-motivated and goal oriented
- Bachelor's Degree, Financial & Insurance Licenses
- Commissions, Bonuses, 401(k) plus match, Benefits, Hybrid, Entrepreneurship, Work/Life Balance
#LI-LNK1
#LI-GC1
Skills Required
- Strong relationship-building and client-first focus
- Ability to obtain Life and Health insurance licenses and Series 7 and Series 66 securities licenses
- Connector of people (networking and referral generation)
- Self-motivated, independent, goal-oriented work ethic
- Bachelor's degree
- Existing financial and insurance licenses
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Lee, Nolan & Koroghlian, LLC is a leading insurance and investment firm in the Tri-State area, providing reputable financial services to individuals, families, and businesses since 1991. As a MassMutual firm, they focus on helping clients create and preserve wealth through a diverse array of products, including financial planning, retirement strategies, and risk management, supported by a network of over 140 financial professionals.
