Financial Services Executive

Financial Services Executive

Location: Roslyn, NY

Compensation: Commission-Based | Estimated First-Year Earnings: $100K–$200K+

We are seeking an experienced Financial Services Executive with a proven track record in insurance production, wealth management, or investment advisory. This opportunity offers established producers the resources, mentorship, and transition support to grow their existing practice.

Key Responsibilities

• Build and expand a portfolio of high-value client relationships.
• Provide wealth management, retirement, investment, and insurance solutions.
• Develop new business through referrals, networking, and prospecting.
• Manage client portfolios and deliver customized financial strategies.

Ideal Candidate

We are prioritizing established producers who meet either of the following:

Life & Disability Insurance Producers

• Minimum $75K First Year Commission (FYC) over the trailing 12 months.
• Production must come from life and disability insurance.

Broker-Dealer / Wealth Management Producers

• Minimum $15M in transferable, fee-based AUM.
• Minimum $150K Gross Dealer Concessions (GDC).

Candidates meeting both criteria are especially desirable.

What We Offer

• Competitive transition packages for qualified producers.
• Access to existing client relationships and lead-generation programs.
• Senior executive mentorship and business development support.
• Licensing assistance and professional development.
• Health, dental, and vision insurance, HSA, FSA, and 401(k), subject to eligibility.

Qualifications

• Established financial services or insurance production background.
• Strong client relationship and business development skills.
• Relevant FINRA and state insurance licenses preferred.

Interested in growing your financial services practice? Apply today to explore this opportunity.

Commission-based independent contractor opportunity. Transition packages are subject to production/AUM verification and eligibility. Equal Opportunity Employer.