Agency Career Opportunities
The Quintessential Experience in Financial Services is dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets. We've built our reputation by providing excellent service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost-efficient, and customized solutions to our client's needs.
Financial Representative/Financial Adviser
Responsibilities:
As a Financial Representative/Financial Adviser with Quintessential, you will take the time to learn about your clients. Achieve a better understanding to the uniqueness of their situation in order to develop a list of priorities as well as an evaluation of all of their options. You will accomplish this by:
- Conducting client presentations and seminars
- Attend regular trainings to enhance your product knowledge
- Comply with all industry, state and federal regulations
- Provide financial options that are in the best interest of your client
- Resolve client inquiries or issues by using market analysis, product and industry knowledge
- Develop personal business and marketing plans
Knowledge & Abilities:
- Entrepreneurial drive
- Strong business ethics, mainly honesty and integrity
- Client focused
- Ability to work independently as well as contributing to the overall team’s success
- The understanding and implementation of confidentiality
- Exemplary communication and follow up skills
- Ability to learn National Life Group’s products and explain to customers and colleagues
- Ability to adapt, anticipate, and plan for future changes & opportunities based on past experiences
- Knowledge or willingness to learn sales cycles and prospecting as well as demonstrating the ability to deliver each process
- Professional demeanor and appearance
Job Requirements:
- Must be a US Citizen or Permanent Resident
- Have or able to obtain appropriate FINRA Registration and State Licensing within 6 months (Life & Health, Series 6, 7, 63)
* To apply, please contact Lauren Concepcion at 631-389-2342 *
To offer securities and/or investment advisory services, candidates must become Registered Representatives and/or Investment Adviser Representatives of ESI. TC#106955(0319)p
Talent Acquisition Director
The Quintessential Experience is seeking a Talent Acquisition Director to join our leadership team. Currently we are interviewing strong leadership-oriented individuals with a desire to join us on our mission to become the Quintessential Financial Services firm on Long Island. As a member of the TQE Team, your responsibilities include the successful recruiting of financial sales professionals.
The Quintessential Experience Team members enjoy[1]:
- Competitive Benefits
- Salary, Bonus & Override Compensation
Requirements:
- Experience in the financial services industry
- Strong interpersonal skills
- Sales team recruiting and leadership experience
- Understanding of recruiting tools, such as Monster
Preferred but NOT required:
- Bachelor’s Degree
- Bilingual
- Financial services sales experience
* We are looking to fill this position as soon as possible, if you or someone you know meet the qualifications above and are interested in joining our team, please give Rod Hurowitz a call @ (631) 389-2327 *
[1] Compensation, benefits, and incentive programs are based on various levels of production, years of practice and licensing. Not all packages are available to all agents.