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 We specialize in building & protecting wealth for individuals, families, & businesses. It was founded in 2004, and is headquartered in Syosset, New York, USA, with a workforce of 51-200 employees. Its website is