Financial Services Representative
Center 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.
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
Skills
- 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 Overview