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Financial Services Professional job in Melville at Charter Oak Financials

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Financial Services Professional at Charter Oak Financials

Financial Services Professional

Charter Oak Financials Melville, NY Full-Time
$50,000 - $100,000/Year
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We’re looking for sales professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for sales, insurance and investments, then there’s no better place to work for than Charter Oak Financial, Mass Mutual. So, if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Charter Oak Financial, Mass Mutual is dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, Disability Insurance, investments and annuities.

As a Financial Professional with Charter Oak Financial, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:

· Highly self-motivated and self-disciplined with the ability to work effectively and independently

· Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others

· Fearless, positive attitude and willingness to be accountable for results

· Organized, detail-oriented and excellent time-management skills

· Desire for continuous learning

· Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

From quality training programs to a competitive compensation package, Charter Oak Financial offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Agency and the corporate office support our agents and help them impact their customers and communities.

    • Promote financial planning and investment services
    • Develop retirement plans to help reach financial goals
    • Offering Life Insurance and Disability Insurance
    • Providing tax preparation, tax audit support and tax planning year round
    • Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives
    • Identify and meet financial goals
    • Assessing the financial needs of clients
    • Evaluate client's financial situation and identify investment objectives through a comprehensive and customized financial planning process
    • Deliver financial planning and investment management to own list of clients
    • Review member/client's financial situation
    • Help financial professionals achieve financial and business goals
    • Celebrate achievements Just as work hard to help clients achieve financial goals
    • Launch or advance financial planning career
    • Develop financial plans for clients and prospects
    • Analyze and assess member/client's financial situation, and financial and investment services available to member/client
    • Identify and solve the financial needs of clients by offering investment products

Recommended Skills

  • Marketing
  • Sales
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