Financial Sales Representative
Company: Center For Wealth Preservation
Location: Hauppauge
Posted on: May 16, 2022
Job Description:
Job DescriptionAre you looking to be compensated for what you
put in, rather than what someone says you are worth? Our successful
candidate will have a proven track record of long-term advisor
relationships and great communications
skills.Compensation:$66,000Responsibilities:
- Identify, seek, and establish prospects continuously and create
strong relationships with new clients as their trusted advisor
- Collect each client's financial information to determine
financial status, financial goals, cash flow, and financial
expectations
- Research and provide financial advice and strategies that are
suitable based on client risk tolerance and financial
objectives
- Create customized financial plans suitable for each client
based on potential life changes and changing financial needs
- Help clients implement financial recommendations such as life
insurance, savings plans, mutual funds, and other financial
products
- Work on a team if desiredQualifications:
- Life Accident and Health License required within 30 days of
hire
- Previous success in financial services as a financial planner,
personal financial advisor, or financial consultant
- Exemplary communication skills, math skills, relationship
skills, and customer service skills are vital
- Self-motivated and driven to succeedAbout 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, Stamford , Financial Sales Representative, Sales , Hauppauge, Connecticut
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