CAREER EXPLORATIONSamantha Clark

Vice President of Career Development

History & GrowthHistory & Growth

1979 – Chet Majewski & Bob Fashano formed Majewski, Fashano & Co. with seven sales associates and total sales of $878,000.

TODAY – The company with a new name, Alliance Advisory Group, Inc., has transitioned to a full service, financial services firm with 54

Financial Advisors. Total sales in 2009 exceeded $84,000,000.

Offices in Buffalo, Rochester, Syracuse and Jamestown.

Career OpportunityCareer Opportunity

Develop and foster your own client baseAbility to create a sales and marketing strategy

for developing new client relationships Analyze a client’s financial situation and

recommend strategies using appropriate placement of insurance, investment and wealth management tactics

Act as an advocate for your clients; having a commitment to enhance, enrich and serve your clients to the best of your ability

Prepare and deliver presentations to clients and prospects for business development purposes

Attend all industry meetings and continuing education sessions

Career MotivatorsCareer Motivators

AUTONOMY◦Run your own business◦Operate as an entrepreneur◦Make decisions regarding markets,

specialization, and your teamMASTERY

◦Constantly changing environment◦Professional development is never-ending

IMPACT ◦Make a difference in the lives of those you

touch

Career CommitmentCareer Commitment

Alliance Advisory Group, Inc. success rate is 3 times the industry average1

After 5 years, 91% of advisors stay each year2

2-3 years of hard work to build your business

1 Alliance Advisory Group’s 4-year retention rate is 38%. According to LIMRA, the industry average is 13%.

2 According to Guardian statistics from Home Office’s Recruiting team, Guardian’s 5 year+ retention rate is 91%.

Compensation PlanCompensation Plan

Our compensation plan is widely considered one of the most lucrative in the industry◦Base compensation◦Supplemental compensation◦Medical, Dental, Vision, Life, Disability

Insurance◦Cooperative Investment Plan◦Non-contributory Pension Plan◦Wealth Accumulation Plan◦Reward Travel

Interview ProcessInterview Process

Internship OpportunitiesInternship Opportunities

Fast start into financial services industry

Best suited for seniors in their final

semester

Career Pre-Builder Stage for 3 credits

Same Interview & Training Process

Full-time offer upon successful completion

Ideal CandidateIdeal Candidate

Outstanding Communication Skills

Seeking Entrepreneurial Opportunity

Well Connected in Community

Past Record of Success

Cares about Others

Resume TipsResume Tips

Keep it to one pageDon’t cram bulletsConsistent formattingSpell CheckQuantify results when possibleConsistently updateConsider utilizingBe conscious of your profile

Interview TipsInterview Tips

Wear a suit!Arrive a few minutes earlyBe confident in your answersIdentify transferrable skills from previous

experiencesSee the big pictureLook for a mutual fit

Search “Alliance Advisory Group, Inc.”

Samantha ClarkSamantha ClarkVice President of Career Development

350 Essjay RoadSuite 301Williamsville, NY 14221

716.817.7109

Samantha.clark@AllianceAdvisoryGroup.com

www.AllianceAdvisoryGroup.com

Samantha Clark, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America, New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Alliance Advisory Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. Alliance Advisory Group, Inc is not a Registered Investment Advisor.PAS is a member FINRA, SIPC.