Financial Representative
Company Name:
CPS Financial Services
Company Description
CPS Financial Services is dedicated to the pursuit of protection, preservation and growth of our clients' assets.
We've built our reputation by providing excellent service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost efficient, and customized solutions to our client's needs.
Our professional specialties encompass the eight areas of financial services that our clients tell us are important to them, and their families:
oRetirement Plans
oLife Insurance
oLong-Term Care
oInvestment Service
oTrust and Estate Planning Strategies
oBusiness Continuation
oEmployee Benefits
oDisability Income
Job Description
As a Financial Representative with CPS Financial Services, you will take the time to learn about your clients. Achieve a better understanding to the uniqueness of their situation in order to develop a list of priorities as well as an evaluation of all of their options. You will accomplish this by:
Conducting client presentations and seminars.
Attend regular trainings to enhance your product knowledge.
Comply with all industry, state and federal regulations.
Provide financial options that are in the best interest of your client.
Resolve client inquiries or issues by using market analysis, product and industry knowledge.
Develop personal business and marketing plans.
Requirements:
Qualifications
Entrepreneurial drive.
Strong business ethics, mainly honesty and integrity.
Client focused.
Ability to work independently as well as contributing to the overall team's success.
The understanding and implementation of confidentiality.
Exemplary communication and follow up skills.
Ability to learn National Life Group's products and explain to customers and colleagues.
Ability to adapt, anticipate, and plan for future changes & opportunities based on past experiences.
Knowledge or willingness to learn sales cycles and prospecting as well as demonstrating the ability to deliver each process.
Professional demeanor and appearance.
Job Requirements:
Must be a US Citizen or Permanent Resident
College degree preferred but not required
Have or able to obtain appropriate FINRA Registration and State Licensing: (Life & Health, Series 6, 7, 63)
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 1393 Veterans Memorial highway, Suite 314N, Hauppauge, NY 11788 . Equity Services, Inc. is a registered Broker/Dealer affiliate of National Life Insurance Company, Montpelier, Vermont. CPS Financial Services is independent of Equity Services, Inc.
National Life Group is a trade name of National Life Insurance Company (NLIC), Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company.
TC79609(0514)1
Additional Information
All your information will be kept confidential according to EEO guidelines.Estimated Salary: $20 to $28 per hour based on qualifications.
CPS Financial Services
Company Description
CPS Financial Services is dedicated to the pursuit of protection, preservation and growth of our clients' assets.
We've built our reputation by providing excellent service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost efficient, and customized solutions to our client's needs.
Our professional specialties encompass the eight areas of financial services that our clients tell us are important to them, and their families:
oRetirement Plans
oLife Insurance
oLong-Term Care
oInvestment Service
oTrust and Estate Planning Strategies
oBusiness Continuation
oEmployee Benefits
oDisability Income
Job Description
As a Financial Representative with CPS Financial Services, you will take the time to learn about your clients. Achieve a better understanding to the uniqueness of their situation in order to develop a list of priorities as well as an evaluation of all of their options. You will accomplish this by:
Conducting client presentations and seminars.
Attend regular trainings to enhance your product knowledge.
Comply with all industry, state and federal regulations.
Provide financial options that are in the best interest of your client.
Resolve client inquiries or issues by using market analysis, product and industry knowledge.
Develop personal business and marketing plans.
Requirements:
Qualifications
Entrepreneurial drive.
Strong business ethics, mainly honesty and integrity.
Client focused.
Ability to work independently as well as contributing to the overall team's success.
The understanding and implementation of confidentiality.
Exemplary communication and follow up skills.
Ability to learn National Life Group's products and explain to customers and colleagues.
Ability to adapt, anticipate, and plan for future changes & opportunities based on past experiences.
Knowledge or willingness to learn sales cycles and prospecting as well as demonstrating the ability to deliver each process.
Professional demeanor and appearance.
Job Requirements:
Must be a US Citizen or Permanent Resident
College degree preferred but not required
Have or able to obtain appropriate FINRA Registration and State Licensing: (Life & Health, Series 6, 7, 63)
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 1393 Veterans Memorial highway, Suite 314N, Hauppauge, NY 11788 . Equity Services, Inc. is a registered Broker/Dealer affiliate of National Life Insurance Company, Montpelier, Vermont. CPS Financial Services is independent of Equity Services, Inc.
National Life Group is a trade name of National Life Insurance Company (NLIC), Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company.
TC79609(0514)1
Additional Information
All your information will be kept confidential according to EEO guidelines.Estimated Salary: $20 to $28 per hour based on qualifications.
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