Financial Planning Representative

 

Seventy-percent (70%) of teachers do not use their pre-tax 403(b) retirement plan at work. Independent reps are needed to educate teachers through onsite workshops on how to setup their plans for payroll deduction. Receive compensation for all ongoing 403(b) deposits while helping teachers have a better retirement. CMW Financial Representatives offer, but are not limited to, mutual funds, annuities, life insurance, and long term care insurance. We also counsel our clients on wills and property and casualty insurance. A General Lines Agent license (formerly referred to as a Group I) and a series 6 & 63 are helpful to train and become a Financial Services Representative. Bringing people to decision is the trait that will make you successful.

 

Christina Gears, President of Creating & Managing Wealth, LLC. has trained some of the nation's top producers. (Resume)

 

 

 

 

Please forward a resume by emailing or faxing us at (972) 831-8877.

 

 

 

Advisory Services and Securities offered through Lincoln Investment Planning, Inc.

Registered Investment Advisor, Member FINRA/SIPC.

Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.

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