Entry-Level Financial Representative
7 days ago
Syosset
Job Description Job description 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. As a crucial member of our team, you'll: • 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., • 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., • 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. What We Offer: • Licensing Sponsorship & Reimbursement: We cover the costs of NYS Insurance License, SIE, Series 7 & Series 63. 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! #LI-CWP1 Flexible work from home options available. Job Type: Full-time Pay: $78,000.00 - $157,000.00 per year Benefits: • 401(k), • Dental insurance, • Health insurance, • Retirement plan Compensation Package: • Commission pay Work Location: Hybrid remote in Jericho, NY 11753