Center for Wealth Preservation, LLC ยท 2 weeks ago
Financial Services Representative
Woodbury, NY
Full-time
Hybrid
New Grad, Entry Level
$78K/yr - $157K/yrCenter for Wealth Preservation, LLC is a modern, technology-driven financial services firm dedicated to client success. The Financial Services Representative will build a clientele network, sell financial products, and collaborate with the planning team to deliver solutions to clients.
Financial Services
Responsibilities
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
Qualification
Required
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
Benefits
401(k)
Dental insurance
Health insurance
Retirement plan
Company
Center for Wealth Preservation, LLC
We specialize in building & protecting wealth for individuals, families, & businesses.
Founded in 2004
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gary Ranftle
Managing Partner at CWP
Greg Blum
Managing Partner at Center for Wealth Preservation / Mass Mutual
Company data provided by crunchbase