The Role
Build and grow a client-focused financial services practice by advising individuals on long-term financial planning, obtaining required licenses, cultivating relationships and referrals, and achieving sales and business-building goals to help clients pursue financial freedom.
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
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Skills Required
- Strong relationship building skills and client-first focus
- Ability to obtain appropriate licenses (Life, Health, Series 7, Series 66)
- Connector of people with referral and networking ability
- Independent, self-motivated, goal-oriented work ethic
- Bachelor's degree
- Existing financial and insurance licenses
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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.
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