Financial Professional - Summit Advisory Group

Who are we?

At Summit Advisory Group, we have created a unique team-oriented atmosphere which facilitates the flow of information and expertise to everyone involved. Representing National Life Insurance Company, we provide marketing experience and a company who listens to its agents and provides the necessary tools needed to help you get on top and stay there.

What makes us different from other firms? 

Being a Summit Advisory Group associate means gaining access to programs that help build your practice, whether you want to advise families or business owners. Our philosophy is that of servant leadership: we serve not only the communities we live in but also the financial professionals who support those communities.  We don’t just build business relationships with our clients; we form long-term friendships where we know our clients like family and friends. 

Summit’s unique community culture helps our financial professionals thrive by providing: 

• Formal 1-on-1 and group trainings, as well as peer support and continuing professional education.

• Support from your managing partner, directors, network office, and home office.

• Guidance and tools to help create a strong referral network that can generate exceptional income potential.

• Detailed planning tools including brokerage and advisory platforms, as well as wealth management.

What could be my typical day?

Great question! While days vary from financial professional to financial professional, you’re not alone when it comes to the stress of planning and structuring your day. In your first three years, you receive consistent guidance and support from our managers and mentors and ongoing continuous planning support.  We want you to be successful so it’s our job to provide you with the tools to succeed. 

Typical daily responsibilities include: 

• Prospecting for clients through referrals, personal observation, and networking

• Day-to-day servicing of current client accounts (submitted paperwork, submitting trades, etc.)

• Developing and maintaining long-term relationships with clients (checking emails, making and returning phone calls, holding meetings, sending mailings) 

• Sitting down with clients to perform a fact gathering and needs analyses to arrive at client-centric financial solutions

• Attending 1-on-1 trainings, mentoring, and group training to help ensure you are given proper guidance and attention at all times

Compensation and Benefits Program:

We offer an attractive total compensation package for a financial professional looking to build their own financial services practice:

• Opportunity for our Full Benefits package (medical, dental, healthcare)

• Group life and disability income insurance

• Unlimited income potential 

• Exceptional 401K plan 

• Additional financing for the first three years

• Tuition Reimbursement program for professional designations and continuous learning  

• Recognition and award programs including trips to desirable worldwide destinations! 

Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. Not all packages are available to all representatives/agents.

Your success is our success:

Summit Advisory Group offers a world of possibilities for agents who are driven and entrepreneurial in spirit. If you don't want to be bound by corporate constraints and ceilings, join us to develop your own business where the sky is the limit. It’s an opportunity to align your income with your ambition and efforts, to gain work flexibility that fits your lifestyle and to make a difference.

**To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services Inc. (ESI), Member FINRA/SIPC, 5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209 (704) 554-6404.  Summit Advisory Group is independent of ESI and is an affiliate of National Life Insurance Company.  TC121235(0621)1