Financial Services Representative

Center for Wealth Preservation•Woodbury, NY

25d•$78,000 - $157,000•Hybrid

About The Position

Are you ready to embark on one of the most lucrative and fulfilling career paths available? At CWP, we're not just a financial services firm—we're a modern, technology-driven, and innovative force in the industry, dedicated to our clients' success. What Makes Us Unique: Support and Mentorship: Unlike most entrepreneurs or start-ups, we provide the support, mentorship, and leads to propel your career forward. Fast-track Planning Associate Program: Become an in-demand Financial Services professional in a matter of months with our comprehensive training program. Benefits and Incentives: Enjoy unlimited earning potential, flexible schedules, access to Fortune 100 benefits, world-class travel incentives, and more. Expert Training: Benefit from modern training programs designed to empower you to make the best decisions for yourself and your clients. Career Growth: Build your own financial planning practice or develop a team with expert support and guidance. In-house Marketing Support: Personalize your brand and cultivate new business with our marketing resources. Firm Culture: From “CWP Cares” events to ongoing development opportunities, we foster a culture of growth, inclusion, and community. Why This Career Stands Out: No Finance Background Required : Over 83% of our advisors come from other industries! If you have a history of success—whether in business, sales, college athletics, or the military—we provide the training and mentorship to help you excel. Career Changers Welcome : If you’re feeling capped in your current role, seeking more flexibility, or craving work with purpose and ownership, this opportunity could be the game-changer you need. Unlimited Potential : Enjoy uncapped earning potential with an average first-year income of $90-110k and OTE over $150k. Those with 5+ years in the business on average earn over $600k. Why Join Us: As an agency of Mass Mutual and MML Investors, you'll have the backing of a Fortune 100 Company with over 175 years of experience. With our advisor-first mentality and unparalleled support, you'll have the opportunity to achieve financial liberation and work from anywhere. This position is commission-based, with potential for lucrative bonuses and transition compensation for licensed agents. Join us at CWP and embark on a journey to financial success and personal fulfillment. Apply now!

Requirements

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.

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.