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Financial Services Professional

2 months ago

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Unlock Your Potential with Center for Wealth Preservation

Are you ready to embark on a rewarding career in financial services? At Center for Wealth Preservation, we're a modern, technology-driven force in the industry, dedicated to our clients' success.

What Sets Us Apart:

We provide the support, mentorship, and leads to propel your career forward. Our comprehensive training program will make you an in-demand Financial Services professional in a matter of months.

Benefits and Incentives:

Enjoy unlimited earning potential, flexible schedules, access to Fortune 100 benefits, world-class travel incentives, and more. Benefit from modern training programs designed to empower you to make the best decisions for yourself and your clients.

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.
  • Foster strong relationships with high-net-worth clients and family offices.
  • 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:

We're looking for experienced or aspiring financial services professionals or sales professionals with:

  • 1+ years of professional experience in Financial Services, Insurance, or related fields.
  • Comfortable handling objections and overcoming challenges during client interactions.
  • An entrepreneurial spirit with a passion for building a business.
  • Strong interpersonal skills and a goal-oriented mindset.

Join us at Center for Wealth Preservation and embark on a journey to financial success and personal fulfillment.