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

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, send us your resume today!

Responsibilities
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Create tailored risk management strategies directly with clients that align with their risk profiles
Qualifications
  • Candidates should have basic computer skills and be able to use Microsoft Office programs
  • Some experience with accounting or sales lead software is beneficial
  • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
  • Bachelor’s degree preferred; high school diploma required
  • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
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. 

Who knew a day at the office could be so rewarding? Anyone will tell you if there’s honor in what you do, it can make a world of difference. 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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