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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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