Support Roles

VISION

To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.

MISSION

Empowering Excellence with Integrity:

National Financial Network Provides unparalleled service by uniting financial professionals with leading technology and personalized attention to enduring relationships.

Committed to the highest ethical standards, we offer exceptional guidance and support leading towards financial success and well-being.

VALUES

We help people.

We never stop learning.

We have fun.

What To Expect

Questions you probably have:

How can my skills align with the requirements of the firm?
Who will help me learn what I need to ensure that I'm prepared to execute the tasks assigned?
What are the provided benefits? Is there flexibility in the workplace to help me make the right decision for me and my family?

Department Support
We have various departments within the firm that are responsible for making our business run smoothly. Each department has a unique identity and is led by a Leadership Team member that reports up to our Executive Team.
- New Business & Underwriting
- Operations
- Wealth Management New Business
- Wealth Management Case Design Support
- Marketing
Advisor Support
Our Advisors have the freedom to run their practices how they see fit. NFN provides the necessary resources to function without adding additional support, however as volume of business increases and aligning duties with the Advisors unique abilities may require additional staff to be hired.
Individual 1:1 support
- Individual 1:1 Support: Hiring a staff member to meet the needs of one Advisor
- Shared Support: We also have Advisors that share 1 assistant to help manage multiple businesses, and the staff member is paid by various Advisors

Open Positions

Managing Director / Managing Associate

LOCATION: Flushing, New York

Preferred Skills: Communicates in Mandarin/Cantonese

Qualifications: Life, Accident, & Health Insurance Licensed, Securities licensed with series 7 & 66, or Series 6 & 63, 65

Overview
The primary purpose of the Managing Director is to recruit, train, supervise, retain, and grow a unit of Financial Representatives at various stages of professional experience. The Managing Director assists the General Agent in the overall marketing, growth and development of the firm.
Responsibilities…
- Source, select and successfully recruit financial representative candidates from within the firm’s target markets.
- Conduct classroom development and training on skills, systems and tools, products and more to develop their FR team and provide the skills needed for them to be successful in building their practice.
- Monitor activity and conduct joint field work on a consistent and regular basis to assist in the development of agent prospecting, selling and referral skills as well as evaluate sales practices.
- Assist the General Agent in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities.
- Maintain weekly reporting requirements to keep General Agent and management team abreast of results and assure the retention and success of individual agents.
Our Expectations…
A successful Managing Director will:
- Pursue industry and Registered Principal designations to enhance credibility and prepare for larger management roles in the future.
- Actively participate in company-sponsored management and leadership development to prepare for new responsibilities in a changing environment.
- Evaluate and make recommendations on recruiting, selection and training systems to improve agent growth, development and retention.
- Be highly organized with the ability to build and develop a team of FRs while simultaneously continuing to build and grow your own practice.
You have…
- Excellent interpersonal skills and can cultivate relationships with people from all levels and backgrounds and facilitate thought provoking discussions on their career goals, achievements, and values.
- A strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision.
- Ability to develop deep relationships with agents, tailoring your style to each unique individual based on their needs and skill level and impart best practices.
- High level of initiative and independence to generate an equivalent sense of urgency and entrepreneurship in agents.
- Strong organizational and planning skills to maintain personal and unit efficiency and effectiveness.
You are able to…
- Build a thorough understanding of the firm’s training systems, products and resources and their proper application in an agent’s development.
- Gain a strong understanding of the mission, values and culture of the firm and instil them in others
Education/Experience
- College degree or equivalent work experience
- Professional designation such as CLU, ChFC, or CFP
- FINRA 6, 7, and 24 preferred.
- 4-6 years insurance industry sales experience including 3-5 years field management or agency distribution system.
- Demonstrated background and success in firm building and recruitment preferred.

Apply Now

Financial Professionals / Financial Advisors

LOCATION: New York, Connecticut, Pennsylvania, Massachusetts, New Jersey

Qualifications: Life, Accident, & Health Insurance Licensed, Securities licensed with series 7 & 66, or Series 6 & 63, 65

Overview
Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community?
National Financial Network, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Representative.
As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
You are…
- A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
- Desire to help others achieve their goals and dreams through cultivating long-term relationships.
- Ambitious, entrepreneurial, and looking for career growth and development.
What you’ll be doing…
- Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services.
- Develop and maintain a base of clients who value your input and guidance.
- Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
What we provide…
- Development and training—locally, virtually and nationally—to support you as you build your practice with us.
- Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
- Mentorship and joint-work opportunities.
- A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.
- Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Requirements
- Must be a US citizen or permanent resident
- A four‐year college degree
- Obtain appropriate insurance licensing.