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Financial Services Professional
2 months ago
Are 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 forward, unlike most entrepreneurs or start-ups.
- 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, 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.
At the Center for Wealth Preservation, we're committed to providing our clients with exceptional financial services and support. If you're an experienced or aspiring financial services professional or sales professional looking to join a dynamic and rewarding firm, we invite you to explore this opportunity further.
