Job: Financial Adviser/Planner- Long Island, Long Island City


Job: Financial Adviser/Planner- Long Island
Financial Adviser/Planner Position in Long Island, New York
This is a terrific full time position with a full time salary and commission. We are looking for candidates that have their Series 7, Series (63 and 65) or 66, and Life/Health. We offer strong technology, marketing, resources, and benefitsto our Financial Advisors.
Responsibilities:
• Cultivate strong relationships with members by consistently using the prescribed sales process and trust among staff by conducting regular staff training, attendance/participation at staff meetings and functions and sending referrals.
• Meet orexceed credit union cross-selling goals and effectively utilize all tools, technology, and resources and exceed individual production goals - with an appropriate product mix.
• Present a professional image in all interactions both personally, professionally and follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.
• Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
• Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business and execute on an annual Marketing Plan.

Requirements:
• Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
• Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
• Demonstrated ability to effectively build business relationships with diverse clients.
• Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.
• Life/Health License(s) and Series 7, 63 and/or 65/66 Licenses.
• LUTCF, CLU, ChFC or CFP designation preferred.

So if you are a Financial Adviser/Counselor with active Licenses in good standing and a proven track record, apply today!


Location 11101 Long Island City
Company Gulfstream Strategies
Experience No experience needed.
Education Bachelors
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Ad ID: 286471206  Job: Financial Adviser/Planner- Long Island, Long Island City
Ad ID: 286471206


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