What are the responsibilities and job description for the Financial Planner position at NLG?
$150,000 - $250,000
Responsibilities:- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- A Bachelor’s degree in business administration, finance, or a related field is required
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
In its more than 173 years, National Life has insured everyone from celebrities to working people, including passengers on the Titanic and the Hindenburg and victims of the great influenza epidemic of 1918-19.
The company evolved into National Life Group, offering a full range of financial services. In 1968, the company formed a broker-dealer affiliate, Equity Services, Inc. Eight years later, National Life acquired Sentinel Advisors, which now serves as the manager of National Life's investment portfolio that backs its insurance assets. In 1996, National Life purchased the majority interest in Life Insurance Company of the Southwest (LSW), purchasing the remaining interest three years later.
Together, National Life Group’s member companies sell life insurance, annuities, and investments in every state (with the exception of LSW who isn't licensed in NY) around the country.
Salary : $150,000 - $250,000