Financial Services Representative

Southwest Financial Alliance
Financial Services Representative
Reply to: Morgan_Matthew@nlvmail.com
Date: 04-15-08

Career Description:
Southwest Financial Alliance is the authorized general agency for N L Financial Alliance. The National Life Group is one of the oldest and most respected financial institutions in America. We are over 150 years old with over $20 billion in assets under management. We are currently seeking skilled professionals that are looking to establish a long term career as a financial planning professional. This individual must have excellent communication skills and the ability to develop and sustain strong relationships with clients/potential clients. The aptitude to interact successfully with various types of individuals and motivation to generate business is imperative. Commitment to our training program and desire to continue the education process of keeping current with the constant changes affecting the financial services industry is a must.

Southwest Financial Alliance focuses on training its associates to become financial planning professionals that have the expertise to deliver a wide range of financial planning services to its clients. Our firm's objective is to deliver financial planning solutions based on our client's needs whether it's a basic or sophisticated financial plan, family protection, retirement planning, or corporate solutions. The spectrum of services is wide: ranging from investment management, trusts, asset protection, insurance, living benefits, college education and much more. Willingness to prepare for state and FINRA licensing is a must.

Benefits: Compensation packages include salary, commissions, bonuses, and expense reimbursements. We offer a comprehensive benefits package. Benefits include: medical/dental plan, life insurance plan, long term disability plan, pension plan, 401 (K) plan, and deferred compensation.

Trust services are delivered through American Guaranty and Trust Company. We provide full services for qualified retirement plans through National Retirement Plan Advisors, Inc. and we deliver high quality investment services through our broker dealer Equity Services, Inc., member FINRA/SIPC. Equity Services, Inc. is located at One National Life Drive, Montpelier, VT 05604 (800) 344-7437.

For Consideration please email resume to: Morgan_Matthew@nlvmail.com