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Seasoned Financial Services Sales

Company: Center For Wealth Preservation
Location: Syosset
Posted on: May 16, 2022

Job Description:

Job DescriptionWant to make the world a better place? This is where you want to be!Helping families find long-term financial stability is a good place to start.As human beings, we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities.If your idea of a dream career combines business leadership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Services Professional, you will work directly with real people pursuing real dreams and facing real Compensation Commensurate with experienceResponsibilities:As a Financial Services Professional, you will be building a business that could help change people's lives for the better.How will you grow our business? You will…

  • Establish networks and cultivate referrals
  • Develop and maintain long-term relationships with clients
  • Provide financial solutions through fact gathering and needs analyses
  • Broaden and deepen your skillset through ongoing professional development and joint work
  • Earn what you're worth!We will help you by providing…
    • Leadership support, business advice, and guidance
    • Lots of opportunities for collaboration and mentorship
    • Cutting edge technologies that make doing business much easier
    • A team-based environment that sees collaboration as key to success
    • Work with a team of planning professionals to help bring your practice to the next level
    • Lead programsWhat are you waiting for? Now is the time to discuss your path to make a difference.Qualifications:What you need to succeed?
      • A strong relationship builder with a focus on putting people first
      • A connector of people
      • A dedicated worker: independent, self-motivated and goal-oriented
      • Detail oriented
      • A passion for helping people
      • Life and Health license
      • Securities License
      • A book of businessAbout CompanyIf you want to be a part of an energetic, supportive, and caring team environment, this company is the right place for you! Driven by our values, we strive to build meaningful, long-term relationships with clients through a "Service First" philosophy. Whether your focus is building or preserving wealth, our commitment to a cross-disciplinary planning process allows us to ensure that your financial blueprint is designed through a collaboration of financial, legal, and accounting perspectives. Our team of experienced professionals, each has a deep passion for serving our clients and adhering to our mission and purpose. We hope you choose to join our team and help us as we support our current and future clients.

Keywords: Center For Wealth Preservation, New Rochelle , Seasoned Financial Services Sales, Sales , Syosset, New York

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