Broker Check


June 02, 2015

We are seeking motivated individuals with an entrepreneurial spirit and a strong work ethic to build and develop valued client relationships.

At AAG we are dedicated to making a difference in the lives of our clients and associates forever.

Ideal Candidate:

    • Excellent communication skills
    • High achievement-drive
    • Cultivate personal and professional connections
    • Commitment to professional and personal development
    • Desire to make a positive impact in the lives of others

Responsibilities Include:

  • Solicit new business opportunities and develop professional reference centers
  • Conduct introductory presentation and discovery meetings with prospects
  • Design and implement solutions with insurance and securities products in line with client objectives

We’ve designed a customized training program to help our financial representatives start and build a successful practice. Our curriculum includes:

  • Product knowledge
  • Language skills
  • Individual coaching
  • Access to our proprietary planning tool, The Living Balance Sheet®

In addition, our specialists provide joint-work opportunities, creating a hands-on learning experience for our new financial representatives.

About The Living Balance Sheet:

The Living Balance Sheet is a web-based planning tool which utilizes a comprehensive approach to help our clients achieve financial balance.

About Alliance Advisory Group, Inc.

Alliance Advisory Group, Inc. (AAG) is a financial services firm headquartered in Buffalo, NY, with additional offices in Rochester, Syracuse and Jamestown. Ranked by Business First of Buffalo, we are one of the top 100 private companies and one of the largest independently-owned financial services firms in Western New York.

Our company is built on a solid foundation of excellent client service and in-depth market knowledge. We strive to offer our clients meaningful strategies to meet their objectives and to give our financial representatives a rewarding place to work.

AAG is an agency of The Guardian Life Insurance Company of America, New York, NY. Our association with Guardian allows us to offer a range of financial products and services from a company name that is one of the most respected in the industry.

For more information or to apply, contact Derek Malis