National Life Group is one of the leading providers in the financial services industry, specializing in insurance and investments. As a Financial Advisor at National Life, you will play a vital role in providing clients with tailored investment solutions that meet their unique needs.
Responsibilities
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Skills
- Proven experience in sales, preferably in the insurance or financial services industry
- Strong communication skills, both verbal and written, to effectively interact with clients
- Ability to analyze data and make informed recommendations based on client needs
- Bilingual skills are a plus but not required
- Ability to Commute: Irvine, CA 92614 (Preferred)
- Ability to Relocate: Irvine, CA 92614: Relocate before starting work (Preferred)
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
- Work from home
- Life insurance
- Retirement plan
Company Overview
National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs. It was founded in 2006, and is headquartered in Montpelier, Vermont, USA, with a workforce of 1001-5000 employees. Its website is https://www.nationallife.com.Company H1B Sponsorship
National Life Group has a track record of offering H1B sponsorships, with 14 in 2025, 3 in 2024, 4 in 2023, 7 in 2022, 3 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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