Being able to find a local financial services agency that supports the development and advancement of your practice is rare. We can offer you the chance to become affiliated with a diversified financial group with a history that dates back to 1848, the year that National Life Insurance Company, Montpelier, VT the flagship of National Life Group, was founded.
In addition, Equity Services Inc., (ESI) operates as an Independent Broker Dealer with a Full Service platform- the best of both worlds. Not only will you have access to educational opportunities including sales ideas and market development support , but ESI offers a full suite of services that include brokerage, advisor assisted fee based accounts, and managed accounts. Combine this with the firm’s cutting edge technology and you’ve got a value proposition that meets all your investment service needs.
Locally, we have the experience and expertise to help you enhance your personal business model. We do this by providing access to internal developmental opportunities, advanced sales support, and targeted market access and development. We believe in being in business for yourself- but not by yourself.
We understand the commitment you have made to your clients to provide prompt service, we’ll support your transition with onboarding specialists and priority care. We know how important it is to have your business up and running as soon as possible.
Maximize your Career with Vital Financial Group
Opportunity and development are more than just words to us. We believe the growth of the company depends on the growth of its people and we encourage all employees to continue the learning process as part of their professional development.
NLGroup University - To help agents be successful, both personally and professionally, we offer a variety of training courses which include core technology training, employee and leadership development, financial planning and wellness lunch and learn sessions. Classes are held in our local offices, with some classes being offered online via WebEx or Go to Meeting for our numerous off-site agents.
Tuition Reimbursement Program - For agents to improve skills and education needed in present jobs and to prepare for positions of greater responsibility. The program covers any undergraduate or graduate courses offered by an accredited college, university or school.
LOMA - Agents are encouraged to participate in courses from the Life Office Management Association (LOMA), which offers insurance and financial services industry education. Programs are offered for customer service, annuities, reinsurance, compliance, agency administration and more. By completing designated courses, employees may earn several LOMA designations.
Professional Industry Designations – Support for achievement of professional designations.
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.