Broker Check

Join Our Team

Thank you for expressing interest in joining our team of Independent Financial Advisors with SagePoint Financial.  We are currently a branch of nine Advisors plus the Branch Manager/OSJ and some administration staff.  Some of us work directly out of the OSJ Branch Office in Framingham, MA and the others work out of their own satellite in-home offices.

We are actively looking to grow our business by adding motivated and entrepreneurial Financial Advisors to our team.  As an Independent Financial Advisor with SagePoint Financial, you will enjoy the best of both worlds: state-of-the-art technology platform and advisor support that is available through SagePoint Financial, plus the unrestricted access to products and the freedom, flexibility and control of owning your own business.


If you are an employee Advisor working for a Wirehouse, here's what going Independent could mean for you:

  • Higher Payouts
  • Transition from being an employee to a business owner with a saleable asset and client ownership
  • Work for yourself.  Choose your hours and business style regardless of production
  • Independent status means you represent a wider range of products, allowing you to better position yourself for your clients

The key to going Independent is to find the right partner who can help you take your business to the next level while helping you stay competitive and successful. This is where we can help you; we never waiver in our commitment to the highest standards of service to our affiliated Advisors.

If you are already an Independent Financial Advisor and are looking to change Broker-Dealers, here’s what joining our team and SagePoint Financial, Inc. would mean for you:

  • Affiliation with SagePoint Financial, part of one of the largest Independent Broker Dealer Networks in the country
  • Highly supportive OSJ/Supervisor who helps alleviate the burden of compliance
  • OSJ/Supervisor who has a close working relationship with the home office and connections that can make your job easier
  • The option to have a home-based office OR
  • Space in a strategically located office building with support staff on site
  • Dynamic, energetic, friendly and supportive work environment
  • Access to:
    • Marketing resources designed to grow your business
    • Our cutting edge technology platform
    • Business development support

Branch Overview

New England Retirement Concepts is a team of professionals who offer securities through SagePoint Financial Inc, part of one of the largest Independent Broker Dealer Networks in the country.  We pride ourselves on our great client service and extensive knowledge in the world of investments.  Our branch is managed and supervised by Ronald Scott, OSJ.  Ron has nine Advisors in his jurisdiction, including his two daughters, Samantha and Jessica.  Most of our Advisors work from their own home-based satellite offices, however we do have options available if office space neighboring the branch office is preferred. Our OSJ branch office is in an office suite strategically located off the Mass Pike and other major routes.  Whether working from home or out of the OSJ office, our Advisors are free to run their businesses uniquely to match their own personal preferences and work styles.  Ron believes that each Advisor should have the freedom to manage their business on their own, but encourages us to lean on him for compliance support, product support, or anything else that we should need.  His priority is to make his Advisors' job easier.

As a group, we try to get together at least twice per year; once for a holiday party and once for our Broker Dealer's National Education Conference.  Last year half of the group went to Nashville together to celebrate a successful year and to participate in the on-going training support offered through AIG Advisor Group, our parent company.  We love to work to make our clients happy, but also to work so that we can be happy too!

Visit the following sites to learn more:

AIG Speak Loud
Sage Point Financial 
Indeed Job Posting

Please contact Samantha Scott or Soosan Philip who are in charge of the recruiting process.  We welcome your call or email and would be more than happy to answer any questions you may have.

Ron and Samantha at last year's National Education Conference in Nashville, TN.