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Financial Services Representative

1 month ago

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

Interested 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, it’s a calling.

Unlike most entrepreneurs or start-ups, you’ll have the support, mentorship, and leads to take your career to where you want it to go. Be in business for yourself, not by yourself, and learn how you can build a thriving financial planning practice under the guidance of experts and with the support of a Fortune 100 company.

Discover how CWP’s fast-track Planning Associate program can help you become an in-demand Financial Services professional in a matter of months (not years). Initial Training And Development Onsite

What sets CWP apart from the rest of the industry?

  • Unlimited earning potential with incredibly competitive payouts/compensation structure
  • Work-life balance and flexible schedules
  • Access to Fortune 100 benefits (pension, 401k, health, dental, etc.
  • World-class incentives to travel and vacation with your family and/or peers
  • Mentorship from supportive management with access to beautiful office space facilities and conference rooms at your fingertips.
  • Expert, modern training programs that are constantly innovating and expanding so you can make the best decisions for yourself and your clients
  • Industry lowest desk fees
  • Learn how to add fee-based planning to your stack of services
  • Ability to grow your career on your terms - develop a thriving solo practice or receive expert support to build your own team of high-performers with upward growth into leadership if you are interested
  • Life, Health & Accident Insurance + FINRA education FREE to become a full-service Financial Planner within circa 12 months of joining (if you complete the licensing requirements)
  • In-house marketing driven to help you personalize your brand and cultivate new business

What You’ll Do:

  • Play a crucial role in building and maintaining a network of clientele who would benefit from Financial Planning services
  • Build your professional network through appointments, leveraging social media, attending industry events, seeking referrals, conducting seminars, and implementing effective marketing campaign.
  • Focus on selling estate planning, business succession, education planning, wealth and asset management, insurance & and special needs planning, and advanced market planning
  • Collaborate with our in-house Planning team to deliver world-class solutions and best-in-class financial outcomes for our clients
  • Complete any necessary licensing requirements to provide clients with comprehensive support

Requirements:

  • 1+ years of professional experience within Financial Services, Insurance, or other transferrable industry domains or hungry to be a business development specialist in the financial planning space with a track record of success in sales
  • Comfortable handling objections and overcoming challenges during client interactions
  • Entrepreneurial spirit, interested and excited to build a book of business
  • Ability to manage relationships with high-net-worth clients, and family offices
  • Interest in building a team and/or mentoring others
  • You are considered a ‘closer’
  • Excellent people skills, ability to strike up a conversation anywhere with anyone.
  • Pressure player, lives for goal setting

If you are an experienced or aspiring financial services professional or sales professional interested in joining an innovative and rewarding firm, please apply. We look forward to speaking with you and working with you to build something special.

Why Join Us:

We are an agency of Mass Mutual and MML Investors, so you have the backing of a Fortune 100 Company. With over 160 years of experience, MassMutual has proven time and again it is the premier broker-dealer in the industry. After all these years, we are continuing to push forward with our advisor first mentality. Whether it’s managing wealth or delivering advanced market estate planning, you have access to a group who can help you become financially liberated, and work from anywhere once you’ve established yourself. The type of practice combined with a polished approach and wide range of product availability is unique and rare the industry. This position is based solely on uncapped commissions and bonus, we do not offer a base salary. We are open to discussing non-guaranteed transition compensation with you over a period to help you build your business and will be commensurate with experience in the financial services space. If you are already a licensed agent, we also offer lucrative buy-out packages, and transition compensation.

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