Wealth Manager
Center For Wealth Preservation
Syosset, NY US
Posted ago
Center For Wealth Preservation

We are a dynamic and rapidly growing Wealth Management team that is experiencing explosive growth. We are a highly responsible, relationally focused team of professionals who strive to dramatically enrich the lives of those around us.

We believe in treating our team members like family. We are seeking an individual who can plan and achieve prospecting and sales targets while providing a first-class experience to all clients that enhances the company brand. We need someone who can possibly manage a team while understanding the needs of their client.

Responsibilities

  • Prospect for and engage with clients to build and manage a pipeline of future clients with yourself and your team
  • Follow scripts and plan to achieve productivity, appointment setting, and revenue targets for your team
  • Outbound calling, e-mail communication, and coordination with your team. Help them to schedule appointments 
  • Accurately qualify potential customers and track metrics to ensure weekly goal attainment for team
  • Participate in regular training and education requirements to continuously improve skills for yourself and your team

Qualifications


  • Clear communication skills and able to lead and grow team
  • Passionate: Intense enthusiasm towards interest or activity.
  • Life, Accident, and Health License required
  • Series 6 or 7 preferred or willingness to get license within first year of hire
  • Experience in the Financial Industry

Compensation
$75,000 - $100,000 yearly
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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