Starting a Career

Financial Professional: Cornerstone Advisor Group (CAG) is seeking entrepreneurial candidates who are motivated in their ability to make an impact in people’s lives and help their clients do the planning needed to achieve their long-term financial goals.

Our team will guide an individual’s drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself; you will be part of a growing company, where you drive your career and have an impact every day. Our partnerships mean you will be working in a culture where people matter and have for over 170 years. We believe that growth isn’t just about numbers, it's about keeping promises to our clients and each other. The position is open immediately to an applicant who wants to grow their business, improve their clients’ lives and their families in obtaining a strong financial future.

Job duties include, but are not limited to:

  • Sell & Maintain Life Insurance & Annuities
  • Sell & Maintain Assets Under Management
  • Develop and maintain strong relationships with clients
  • Provide tailored financial advice and solutions to clients
  • Manage the sales process from lead generation to closing
  • Continuously learn and apply new industry knowledge
  • Collaborate with the team and share best practices
  • Maintain accurate and up-to-date client records and compliance documentation

What We're Looking For: If you are someone who has:

  • The mindset of a capitalist and the heart of an altruist
  • High energy, a strong work ethic, and a positive, optimistic approach
  • A passion for helping people and a strong sense of mission
  • Confidence, resilience, humility, and total commitment to your work
  • Integrity and trustworthiness in everything you do
  • The desire to create your own success while making a meaningful impact in your community

Requirements:

  • Active Life Producer License in your state of residence (Virginia or West Virginia)
  • Proven ability to sell life insurance products and generate leads
  • Excellent phone skills, with the confidence to reach out to new prospects and clients
  • Entrepreneurial mindset with a strong drive to succeed and grow a personal business
  • Strong interpersonal skills and ability to connect with people from diverse backgrounds
  • Eagerness and willingness to learn and improve

Perks:

  • Strong Commissions and Investment Downlines
  • Strong training system to set you up for success, regardless of experience
  • Benefits from a non-match deposit into your 401(k), Health Insurance, Short-Term & Long-Term disability and more
  • Trips, bonuses and incentives are available
  • Opportunity to grow your business alongside the mission and vision of a rapidly growing company
  • Team-oriented environment that provides collaboration and mutual support
  • Be part of a Fortune 100 company with a rich history of success and a forward-thinking culture
  • Potential transition package depending on your book of business

Office Locations: Hybrid role with office locations in the following areas (for those without prior experience, in office attendance is required 100% of the time):

Virginia:

  • Blacksburg
  • Charleston
  • Chesapeake
  • Chevy Chase
  • Fairfax
  • McLean
  • Richmond
  • Roanoke
  • Virginia Beach
  • Warrenton
  • Westchester
  • Winchester

West Virginia:

  • Morgantown
  • Wheeling

Please call our office at 866-868-1492 to arrange an interview.

Cornerstone Advisor Group and National Life Group are Equal Opportunity employers and, as such, are committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran’s status, or genetic information. Securities and investment advisory services offered solely through Equity Services, Inc. (ESI). Registered Investment Advisor. Member FINRA/SIPC. One National Life Drive, Montpelier, VT 05604.

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Experienced Professionals

Financial Professional: Cornerstone Advisor Group (CAG) is seeking entrepreneurial candidates who are motivated in their ability to make an impact in people’s lives and help their clients do the planning needed to achieve their long-term financial goals.

Our team will guide an individual’s drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself; you will be part of a growing company, where you drive your career and have an impact every day. Our partnerships mean you will be working in a culture where people matter and have for over 170 years. We believe that growth isn’t just about numbers, it's about keeping promises to our clients and each other. The position is open immediately to an applicant who wants to grow their business, improve their clients’ lives and their families in obtaining a strong financial future.

Job duties include, but are not limited to:

  • Sell & Maintain Life Insurance & Annuities
  • Sell & Maintain Assets Under Management
  • Develop and maintain strong relationships with clients
  • Provide tailored financial advice and solutions to clients
  • Manage the sales process from lead generation to closing
  • Continuously learn and apply new industry knowledge
  • Collaborate with the team and share best practices
  • Maintain accurate and up-to-date client records and compliance documentation

What We're Looking For: If you are someone who has:

  • The mindset of a capitalist and the heart of an altruist
  • High energy, a strong work ethic, and a positive, optimistic approach
  • A passion for helping people and a strong sense of mission
  • Confidence, resilience, humility, and total commitment to your work
  • Integrity and trustworthiness in everything you do
  • The desire to create your own success while making a meaningful impact in your community

Requirements:

  • Active Life Producer License in your state of residence (Virginia or West Virginia)
  • Proven ability to sell life insurance products and generate leads
  • Excellent phone skills, with the confidence to reach out to new prospects and clients
  • Entrepreneurial mindset with a strong drive to succeed and grow a personal business
  • Strong interpersonal skills and ability to connect with people from diverse backgrounds
  • Eagerness and willingness to learn and improve

Preferred Qualifications:

  • Series 65, Series 7/66 licenses
  • Experience managing assets under management (AUM)
  • Prior experience in the financial services or insurance industry
  • Familiarity with compliance regulations and client management practices

Perks:

  • Strong Commissions and Investment Downlines
  • Strong training system to set you up for success, regardless of experience
  • Benefits from a non-match deposit into your 401(k), Health Insurance, Short-Term & Long-Term disability and more 
  • Trips, bonuses and incentives are available
  • Opportunity to grow your business alongside the mission and vision of a rapidly growing company
  • Team-oriented environment that provides collaboration and mutual support
  • Be part of a Fortune 100 company with a rich history of success and a forward-thinking culture
  • Potential transition package depending on your book of business

Office Locations: Hybrid role with office locations in the following areas (for those without prior experience, in office attendance is required 100% of the time):

Virginia:

  • Blacksburg
  • Charleston
  • Chesapeake
  • Chevy Chase
  • Fairfax
  • McLean
  • Richmond
  • Roanoke
  • Virginia Beach
  • Warrenton
  • Westchester
  • Winchester

West Virginia:

  • Morgantown
  • Wheeling

Please call our office at 866-868-1492 to arrange an interview.

Cornerstone Advisor Group and National Life Group are Equal Opportunity employers and, as such, are committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran’s status, or genetic information. Securities and investment advisory services offered solely through Equity Services, Inc. (ESI). Registered Investment Advisor. Member FINRA/SIPC. One National Life Drive, Montpelier, VT 05604.

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Corporate Opportunities

Cornerstone Advisor Group (CAG) is looking for an entry-level administrative assistant with excellent customer skills. Applicants should be motivated, independent, responsible, ethical, and detail-oriented with experience in the Microsoft Office Suite of products. The position is open immediately to an applicant who wants to assist our members and their families in obtaining a strong financial future.

Job duties include, but are not limited to:

  • Energetic, outgoing personality with strong communication skills
  • Excellent customer service skills both in person and on the phone
  • Strong computer and electronic skills on multiple platforms for text messaging, emailing, multiple calendar programs and Microsoft Office
  • Quick learner for basic documentation, service work and file preparation
  • Patient and able to multi-task between multiple advisors
  • Strong organizational skills
  • Independent, task-oriented worker who is self-motivated and will meet daily expectations.
  • Provide polite, professional assistance and proactive via phone/text, mail and email as well as providing a positive presence in the workplace.
  • Works well with others in a quick-paced team environment.

The Administrative Assistant job will require you to perform the following tasks:

  • Phones: Will be responsible for answering the phone during office hours.
  • Calendars/Scheduling: Scheduling appointments and making sure they are on all calendars necessary, and appointments kept up to date. Once an appointment is made, sending a confirmation letter out with all the requirements in it for the first meeting. Also confirming these appointments, the week prior (via postcard) and then the day prior. Methods used are phone call and text as well as email. If something has changed (phone, names, address) during these conversations, changing these in the database to reflect these updates.
  • Appointments: Prepare conference room 30 minutes before scheduled appointments. Greet clients when they come in, offer drinks, and escort them to the appropriate conference room. Call advisor to notify their arrival.
  • General Office: Keep the office looking great and make sure there are plenty of supplies i.e. copy paper, coffee and coffee supplies, water, snacks, etc.
  • Organization: Must be organized and have a system. Must collaborate with advisors and other administrative and support personnel as well as clients daily. Communicate constantly with your advisor so they know where their appointments stand. Let them get involved when needed with a client.
  • Other Skillsets: Comfortable with Microsoft and have solid computer skills, detailed, organized, proactive, team player, self-starter. Good verbal and written skills. Must present a calm demeaner and always put the client first. Many other excellent customer service and problem-solving skills.

Office hours are Monday through Friday from 9:00 am to 5:00 pm.

Please call our office at 866-868-1492 to arrange an interview.

Cornerstone Advisor Group and National Life Group are Equal Opportunity employers and, as such, are committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran’s status, or genetic information. Securities and investment advisory services offered solely through Equity Services, Inc. (ESI). Registered Investment Advisor. Member FINRA/SIPC. One National Life Drive, Montpelier, VT 05604.

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