Financial Representative
Center For Wealth Preservation
Syosset, NY US
Posted ago
Center For Wealth Preservation

The Center for Wealth Preservation was founded with the goal of assisting clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry.

Our five areas of practice specialization are business solutions, education planning, estate planning, retirement planning, and special needs planning. We strive to provide financial independence to all clients.

Responsibilities

  • Meet with clients via in person or zoom to determine short and long term financial goals
  • Provide solutions for each client while building rapport and trust

Qualifications

  • Life, Accident, & Health License (Required or willing to obtain in first 30 days of hire)
  • Wealth Management (Preferred)
  • Sales: 1 year (Preferred)
  • Series 6, 7, 63 (Preferred)

Compensation
$45,000 - $75,000
About Center For Wealth Preservation

About MassMutual

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policy owners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policy owners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities.

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