Financial Sales Representative
Center For Wealth Preservation
Hauppauge, NY US
Posted ago
Center For Wealth Preservation

At our firm, we offer enterprising people a place to grow: freedom and mentorship, upside, and stability. Design your own career, unfettered by inequity and barriers to advancement. We are looking for people, who want to change the world, one person at a time, starting with the communities they care for most. As a financial sales professional, you will work directly with real people, with real dreams, facing real challenges as they prepare for long-term financial freedom. And you get to help them navigate that path everyday.

Responsibilities

Connect, nurture, educate, and guide others while honoring what’s important to you here at Center for Wealth Preservation. Everyday you will:

  • Have an impact on people’s lives in a deep and meaningful way
  • Will have the ability to create the kind of life you envision for yourself
  • We offer cutting edge technologies that make doing business much easier

You will grow by…

  • Establishing networks and cultivating referrals
  • Developing and maintaining long-term relationships with clients and individuals who will help you grow your business
  • Providing financial solutions through fact gathering and needs analyses
  • Listening to what the client wants and needs and offering products that fit with them
  • Broadening and deepening your skillset through ongoing professional development and joint work with senior advisors

Qualifications

  • Life, Accident and Health License or ability to get within first 30 days of employment
  • Strong relationship builder with a focus on putting people first
  • Proven networker and connector of people
  • Dedicated worker: independent, self-motivated, and goal-oriented

Compensation
$50,000 - $60,000 yearly
About Center For Wealth Preservation

The Center for Wealth Preservation was founded with the mission of assisting clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each client, we strive to help create financial stability and security for a life of greater confidence, choice, and freedom. Our Financial Services Professionals take pride in their credibility as trusted business professionals who help others.

We have 5 areas of practice specialization:


  • Business Solutions
  • Education Planning
  • Estate Planning
  • Retirement Planning
  • Special Needs Planning

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