Financial Services Professional

2 weeks ago


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

At Center for Wealth Preservation, we're a modern, technology-driven, and innovative force in the financial services industry, dedicated to our clients' success.

What We Offer
  • Support and Mentorship: 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.
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.



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