- Is an established market, where you know who your prospects and clients are important to you?
- Are you tired of cold calling?
- Do you value your independence?
- Do you want the freedom to sell your choice of products?
- Do you want to be financially rewarded for hard work?
- Do you have the desire to make a positive impact in people’s lives every day?
Do you have the desire to make a positive impact in people’s lives every day?
Our representatives are entrepreneurial, independent business owners who have the support of one of the largest Broker/Dealers in the 403(b) marketplace and the choice of using over 1,700 mutual funds and annuities. Creating & Managing Wealth representatives offer a complete range of asset management programs, stocks and bonds, life insurance, disability and long-term care insurance.
Financial Representatives with Creating & Managing Wealth provide professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees.
Creating & Managing Wealth Financial Representative Responsibilities:
- Prospects for new clients
- Public speaking
- Enrolls new clients
- Conducts existing client account reviews
- Analyzes investment performance data
- Analyzes prospect suitability and investment objectives/needs
- Presents financial solutions in the fields of retirement planning, insurance needs, college planning, and investment
Much of what our financial advisors do is done on-site at the client's location. You will probably spend approximately 80% of your time out of the office.
Financial Sales Representative Requirements:
- Series 6 or Series 7
- Series 63 or Series 66
- Ability to communicate effectively
- Excellent written and oral communication skills
Contact Joan Arciero today at 972.831.8866
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A Must Read for Prospective Reps & Employees (PDF) |
