1202 Troy Schenectady Road
Are you new to the financial services industry and unsure if you want to start your career as a financial representative or an advisor? Let's discuss some of the benefits of a career in the financial services industry.
As a financial representative or advisor, you play a big role in peoples’ lives. They look to you for guidance in one of the most important areas in their lives. Which is why we put checks and balances in place to ensure all of our representatives and advisors are putting the client first.
A career in this industry is very flexible and dependent on what you want it to be. As a Thoroughbred Advisor, you have the opportunity to do this part-time or full time.
The flexibility offered by this career opportunity allows you to create a work/life balance that meets your needs. You will gain above-average opportunities for flexible hours when working with an independent firm like Thoroughbred Advisors.
There is an unlimited earning potential in working as a financial advisor. Over time your hard work, reputation, and brand awareness can help you earn what you're worth.
Successful financial representatives come from all types of educational backgrounds and experience levels – from recent college graduates to career changers. While a degree in finance or business isn’t necessary, there are a number of traits you must embody to be a successful financial representative:
The track to becoming a Financial Representative starts with getting your NYS Life Accident and Health Insurance License. For those serious about starting their career with us, Thoroughbred Advisors can fully cover the associated costs.
Complete Pre-Licensing Certification Course Online and pass a proctored certification Exam at the Thoroughbred Office. Then pass the state level exam in a testing center and apply for NYS LAH License.
We have seen this process be completed in as little as two weeks, and as long as a few months. This time frame depends on how much time you are able to dedicate to learning and understanding the material.
Work closely with our Director of Selection and Development and our Managing Partner to decide which affiliation option is best for you.
The contracting process includes typical pre-hire actions like completing an online application, authorizing a background check, and providing previous employment information. In the past, we have seen this process be completed in as little as two weeks, and as long as a month or so.
Attend in-office training that we host multiple times per week and get engaged with the team while waiting for your contract to process.
Meet with our Marketing Coordinator to create your personalized Marketing Approach.
Familiarize yourself with websites and products that Thoroughbred offers, through research and training modules.
Ensure that you have technology that meets compliance standards. This usually includes Apple products and PCs with Windows 10 Pro.
Our Director of Selection and Development will work with you every step of the way!
Director of Selection & Development
Courtney Schingledecker is the Director of Selection & Development at Thoroughbred Advisors. In this role, she is utilizing her recruiting background to build a team of financial and insurance professionals in the Capital Region.