Financial Associate

Training Provided

Whether you’re not yet licensed, newly licensed, or changing careers — we’ll help you launch, get trained from scratch, and build something real with the right tools and mentorship.

In your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.

As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career. We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.

• Performance-based bonuses and commissions
• Comprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and Pension
• Company-sponsored destination trips and travel incentives
• In-person work - office located in Braintree, MA
• Other office locations:
  Nashua, NH and South Hadley, MA
• Sponsorship for licenses and ongoing professional development
• One-on-one coaching, mentorship, and leadership development opportunities

We are committed to your success and will provide all of the following to help you develop as a Financial Associate:

• One-on-one strategic coaching
• Mentorship, peer group learning environment
• Virtual and in-person training
  
  Remote access to top resources and experts in the industry
• Marketing systems and capital
• Leadership advancement track
• Sponsorship for licenses and ongoing professional training