Financial Expert

5 days ago


Port Washington, New York, United States The Quintessential Experience Full time

About the Role:

We are seeking a talented and driven Financial Services Representative to join our team at The Quintessential Experience in Financial Services.

Key Responsibilities:

  • Work directly with individuals, business owners, and families to help them secure their financial futures.
  • Provide solutions for clients from a broad portfolio of innovative products.
  • Utilize powerful sales tools and a large resource network to achieve results.
  • Collaborate with experienced in-house specialist advisors to meet client needs in areas such as Fee Based Wealth Management, Estate Planning, Business Planning, and Financial and Retirement Planning.

Requirements:

  • Driven, entrepreneurial-minded individual.
  • College student or graduate majoring in Financial/Business.
  • Strong communication skills and a strong work ethic.
  • Desire to succeed in a high growth industry.

What We Offer:

  • License reimbursement, training, and on-going education.
  • Competitive compensation and a full benefits package.
  • Flexible schedule.
  • Opportunities for professional development and growth.

About The Quintessential Experience:

We are dedicated to helping with the protection, preservation, and growth of our clients' assets. We believe in 'Putting People First' and prioritize building strong relationships with our clients. If you are looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community, we encourage you to learn more about this opportunity.



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