Agency Career Opportunities

Eastern Advisory Group is dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets. We believe that our continued success depends on our proven ability to provide practical, cost-efficient, and customized solutions to our client's needs.

*Must be located in New York and able to commute to Hauppauge*

Responsibilities:

As a Financial Representative/Financial Advisor with Eastern Advisory Group, 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: 

• Open to those lawfully authorized to work in the United States.
• Have or able to obtain appropriate FINRA Registration and State Licensing within 6 months (Life & Health, Series 6, 7, 63)

* To apply, please call the office line in our toolbar*

^{To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788, 631-582-6400. Eastern Advisory Group is independent of ESI.  Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, VT. National Life Group is a trade name of NLIC and its affiliates. Eastern Advisory Group's agents are independent contractors and are not employees of any National Life Group entity.}

Our team consists of experienced professionals who not only have expertise in their fields but are also passionate about empowering our clients. We prioritize education, believing that informed clients make the best decisions for their futures. By offering clear, concise insights, we help our clients navigate their financial journeys with confidence.

Being part of the Long Island community is more than just our location; it's a reflection of our values. We take pride in supporting our neighbors, contributing to the growth and prosperity of the region. As we look to the future, our commitment remains steadfast: to continue leading with integrity and to be the trusted financial professionals and advisors our clients deserve.