Financial Sales Associate

1 month ago


Syosset, United States Center for Wealth Preservation Full time
Job DescriptionJob Description

Are you ready to embark on one of the most lucrative and fulfilling career paths available? At CWP, we're not just a financial services firm—we're a modern, technology-driven, and innovative force in the industry, dedicated to our clients' success.

What Makes Us Unique:

  • Support and Mentorship: Unlike most entrepreneurs or start-ups, we provide the support, mentorship, and leads to propel your career forward.
  • Fast-track Planning Associate Program: Become an in-demand Financial Services professional in a matter of months with our comprehensive training program.
  • Benefits and Incentives: Enjoy unlimited earning potential, flexible schedules, access to Fortune 100 benefits, world-class travel incentives, and more.
  • Expert Training: Benefit from modern training programs designed to empower you to make the best decisions for yourself and your clients.
  • Career Growth: Build your own financial planning practice or develop a team with expert support and guidance.
  • In-house Marketing Support: Personalize your brand and cultivate new business with our marketing resources.

Your Role:

As a crucial member of our team, you'll:

  • Build and maintain a network of clientele who benefit from financial planning services.
  • Expand your professional network through appointments, social media, industry events, referrals, seminars, and effective marketing campaigns.
  • Focus on selling various financial services products, including estate planning, wealth management, insurance, and more.
  • Collaborate with our in-house Planning team to deliver top-tier solutions and financial outcomes for clients.
  • Complete necessary licensing requirements to provide comprehensive support to clients.

Requirements:

  • 1+ years of professional experience in Financial Services, Insurance, or related fields.
  • Comfortable handling objections and overcoming challenges during client interactions.
  • Entrepreneurial spirit with a passion for building a business.
  • Ability to manage relationships with high-net-worth clients and family offices.
  • Interest in team building and mentoring others.
  • Strong interpersonal skills and goal-oriented mindset.

If you're an experienced or aspiring financial services professional or sales professional looking to join an innovative and rewarding firm, we invite you to apply. We look forward to speaking with you and working together to build something special.

Why Join Us:

As an agency of Mass Mutual and MML Investors, you'll have the backing of a Fortune 100 Company with over 160 years of experience. With our advisor-first mentality and unparalleled support, you'll have the opportunity to achieve financial liberation and work from anywhere. This position is commission-based, with potential for lucrative bonuses and transition compensation for licensed agents.

Join us at CWP and embark on a journey to financial success and personal fulfillment. Apply now





  • Syosset, United States Center for Wealth Preservation Full time

    Job DescriptionJob DescriptionAre you ready to embark on one of the most lucrative and fulfilling career paths available? At CWP, we're not just a financial services firm—we're a modern, technology-driven, and innovative force in the industry, dedicated to our clients' success.What Makes Us Unique:Support and Mentorship: Unlike most...

  • Sales Associate

    3 weeks ago


    Syosset, United States Pergola Casa Full time

    Job Title: Sales Associate - Pergola Casa About the Company: Pergola Casa is a growing company in the outdoor living industry, specializing in the design and sales of high-quality pergolas. We are committed to providing our customers with top-notch products that enhance their outdoor spaces. With a strong focus on customer satisfaction and innovation, we...


  • Syosset, New York, United States Center for Wealth Preservation Full time

    Job DescriptionAre you ready to embark on a lucrative and fulfilling career path in the financial services industry? At the Center for Wealth Preservation, we're a modern, technology-driven, and innovative force dedicated to our clients' success.What Sets Us Apart:Support and Mentorship: We provide the support, mentorship, and leads to propel your career...


  • Syosset, United States Center for Wealth Preservation Full time

    Job DescriptionJob DescriptionInterested in pursuing one of the highest-earning and most rewarding career paths? CWP is a modern, technology-driven, innovative, Financial Services business with a powerful team-focused approach to client success. Afford yourself the opportunity to build your own business without the upfront costs. This is more than a career,...


  • Syosset, United States InVite Health Full time

    Job DescriptionJob DescriptionWe are seeking a Customer Service Sales Associate to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.Responsibilities:Handle customer inquiries and complaintsProvide information about the products and servicesTroubleshoot and...


  • Syosset, United States Center for Wealth Preservation Full time

    Job DescriptionJob DescriptionSummaryWe are a modern, technology-driven, forward-thinking, innovative Financial Services business anchored by MassMutual. Our DNA is holistic Financial Planning, the elevated version. Our planning team and sales culture is what makes us different. Everything about our practice is to build successful outcomes for our Advisors...


  • Syosset, New York, United States Paul Roman - State Farm Agent Full time

    COMPENSATION AND BENEFITS:Support for obtaining necessary licensesPerformance-based bonusesAttractive salary structureCareer advancement opportunitiesPaid leave benefitsProfessional training and development programsPOSITION OVERVIEW:As an Insurance Sales Associate with Paul Roman - State Farm Agent, you will create outstanding client interactions that...


  • Syosset, United States Marshalls Full time

     All 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises that make the everyday a little more fun is unwavering. Just like working here. Everyone encourages each other and embraces the excitement that can come with change. Each shift...


  • Syosset, New York, United States Johnson Service Group (IL) Full time

    Job OverviewJohnson Service Group (JSG) is seeking a Senior Financial Accountant to join our dynamic team within the manufacturing sector. This role presents a direct hire opportunity with a rapidly expanding organization in the food service domain.CompensationSalary range is between $100K and $120K, commensurate with experience.Position SummaryThis role...


  • Syosset, United States Jovia Financial Full time

    ** Member Service Representative/Personal Banker** **Job Category****:** Direct Member Service **Requisition Number****:** MEMBE002433 Showing 1 location **Job Details** **Description** **Jovia is currently offering a $2,000 SIGN-ON BONUS incentive if you are hired by 12/31/2021.*** **Say Hello to Working on the Bright Side** We are **Jovia Financial Credit...


  • Syosset, United States New York LIfe Full time

    Job DescriptionJob DescriptionAre you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your...


  • Syosset, United States New York LIfe Full time

    Job DescriptionJob DescriptionAre you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, youre in control of your career journey. Backed by a Fortune 100 company that is...


  • Syosset, New York, United States Marcela Ruppert - State Farm Agent Full time

    Job Description**Position Overview**Are you a motivated and customer-focused individual who enjoys working with the public? Do you have a passion for helping others and a strong work ethic? If so, this may be the career for you.**Responsibilities**Establish and maintain strong customer relationships, providing exceptional service and support as...


  • Syosset, New York, United States The LiRo Group Full time

    Financial AnalystJob ID: Type: Regular Full-Time# of Openings: 1Category: Accounting/FinanceThe LiRo GroupOverviewWe are currently seeking a Financial Analyst to enhance our dynamic finance team. This position offers a hybrid/flexible work schedule. Our firm, recognized among the leading A/E firms by Engineering News-Record, specializes in providing...


  • Syosset, New York, United States The LiRo Group Full time

    Financial AnalystJob ID: Type: Regular Full-Time# of Openings: 1Category: Accounting/FinanceThe LiRo GroupOverviewIn light of our ongoing expansion, we are in search of a Financial Analyst to enhance our vibrant accounting team. This position offers a hybrid/flexible work schedule. We aim to cultivate services and capabilities through the development of our...


  • Syosset, New York, United States The LiRo Group Full time

    Financial AnalystJob ID: Type: Regular Full-Time# of Openings: 1Category: Accounting/FinanceThe LiRo GroupOverviewIn light of our ongoing expansion, we are in search of a Financial Analyst to become a vital part of our proactive accounting team. This position offers a hybrid/flexible work schedule. Our aim is to enhance our services and capabilities through...


  • Syosset, New York, United States The LiRo Group Full time

    Financial AnalystJob ID: Type: Regular Full-Time# of Openings: 1Category: Accounting/FinanceThe LiRo GroupOverview As a result of our ongoing expansion, we are in search of a Financial Analyst to become a vital part of our innovative accounting team. This position offers the flexibility of a hybrid work schedule. Our aim is to enhance our services and...


  • Syosset, New York, United States The LiRo Group Full time

    Financial AnalystJob ID: Type: Regular Full-Time# of Openings: 1Category: Accounting/FinanceThe LiRo GroupOverview As a result of our ongoing expansion, we are in search of a Financial Analyst to enhance our dynamic finance team. This position offers a hybrid/flexible work schedule. We aim to develop services and capabilities through the growth of our most...


  • Syosset, United States Constellation Health Services Full time

    Job DescriptionJob DescriptionSalary: Vice President of SalesSummary:The Vice President of Sales will oversee the sales team in all regions in the development of existing and cultivation of new referral sources for Constellation Health Services.  The Vice President will have primary responsibility directly and through supervisory and senior leadership roles...


  • Syosset, United States Constellation Health Services Full time

    Job DescriptionJob DescriptionSalary: Vice President of SalesSummary:The Vice President of Sales will oversee the sales team in all regions in the development of existing and cultivation of new referral sources for Constellation Health Services.  The Vice President will have primary responsibility directly and through supervisory and senior leadership roles...