The Role
Work directly with clients to develop long-term financial plans, build a client-focused advisory business, obtain required insurance and securities licenses, and drive growth through relationship building and networking. Compensation is commission-based with benefits and entrepreneurial support.
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 networking ability
- Independent, self-motivated, goal-oriented work style
- 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.
