2 Jobs in Syosset, NY
Center for Wealth Preservation is Hiring a Financial Sales Associate Near Syosset, NY
- Unlimited earning potential with incredibly competitive payouts/compensation structure
- Work-life balance and flexible schedules
- Access to Fortune 100 benefits (pension, 401k, health, dental, etc.
- World-class incentives to travel and vacation with your family and/or peers
- Mentorship from supportive management with access to beautiful office space facilities and conference rooms at your fingertips.
- Expert, modern training programs that are constantly innovating and expanding so you can make the best decisions for yourself and your clients
- Industry lowest desk fees
- Learn how to add fee-based planning to your stack of services
- Ability to grow your career on your terms - develop a thriving solo practice or receive expert support to build your own team of high-performers with upward growth into leadership if you are interested
- Life, Health & Accident Insurance FINRA education FREE to become a full-service Financial Planner within circa 12 months of joining (if you complete the licensing requirements)
- In-house marketing driven to help you personalize your brand and cultivate new business
- Play a crucial role in building and maintaining a network of clientele who would benefit from Financial Planning services
- Build your professional network through appointments, leveraging social media, attending industry events, seeking referrals, conducting seminars, and implementing effective marketing campaign.
- Focus on selling estate planning, business succession, education planning, wealth and asset management, insurance & and special needs planning, and advanced market planning
- Collaborate with our in-house Planning team to deliver world-class solutions and best-in-class financial outcomes for our clients
- Complete any necessary licensing requirements to provide clients with comprehensive support
- 1 years of professional experience within Financial Services, Insurance, or other transferrable industry domains or hungry to be a business development specialist in the financial planning space with a track record of success in sales
- Comfortable handling objections and overcoming challenges during client interactions
- Entrepreneurial spirit, interested and excited to build a book of business
- Ability to manage relationships with high-net-worth clients, and family offices
- Interest in building a team and/or mentoring others
- You are considered a ‘closer’
- Excellent people skills, ability to strike up a conversation anywhere with anyone.
- Pressure player, lives for goal setting
Why Join UsWe are an agency of Mass Mutual and MML Investors, so you have the backing of a Fortune 100 Company. With over 160 years of experience, MassMutual has proven time and again it is the premier broker-dealer in the industry. After all these years, we are continuing to push forward with our advisor first mentality. Whether it’s managing wealth or delivering advanced market estate planning, you have access to a group who can help you become financially liberated, and work from anywhere once you’ve established yourself. The type of practice combined with a polished approach and wide range of product availability is unique and rare the industry. This position is based solely on uncapped commissions and bonus, we do not offer a base salary. We are open to discussing non-guaranteed transition compensation with you over a period to help you build your business and will be commensurate with experience in the financial services space. If you are already a licensed agent, we also offer lucrative buy-out packages, and transition compensation.Compensation: From $62,500.00 to $144,000.00 per year
Job Summary
Full Time
Securities
$105k-136k (estimate)
03/08/2024
06/27/2024
michsecadv.com
Southfield, MI
<25
Securities
Related Companies
The job skills required for Financial Sales Associate include Financial Services, Planning, Financial Planning, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Sales Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Sales Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Sales Associate positions, which can be used as a reference in future career path planning. As a Financial Sales Associate, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Sales Associate. You can explore the career advancement for a Financial Sales Associate below and select your interested title to get hiring information.
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