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Financial Sales Professional

Company: David Lerner Associates
Location: Westport
Posted on: May 6, 2022

Job Description:

Your success is our goal!

Are you ready for a career as a Financial Services Professional?

How much do want to earn?

At David Lerner Associates, the average annual income of Financial Sales Advisors with 2+ years of experience is $200,157.

When you work at David Lerner Associates, this is absolute: You will be working with a firm committed to helping you achieve your goals.

At David Lerner Associates, it's our belief that we are the good shepherds. For over 45 years, we have been focused on building and preserving clients' assets. If you are highly motivated and want a career with excellent growth, we want to meet you.

Benefits of Working at David Lerner Associates:

Licensing sponsorship for required securities, life & health licenses.

DLA's Recipe for Success:
Seminars, webinars, and speaking engagements
Trade shows, exhibits, and festivals
Networking events (Chamber of Commerce and BNI)
Servicing local businesses (SLB program)
Personal potential
Face to Face Prospecting
Speaking Engagements
Cold Calls/Prospecting Phone Calls

Minimum of 2 years of outside sales experience or 3+years of full-time employment experience
Excellent interpersonal and communication skills
The high degree of self-confidence
Diligent, hardworking, and able to work independently
Ambitious, motivated and goal-oriented
Series 7 and 63 licensed (not required)

About Company:
In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. A year later he went on to launch David Lerner Associates, a privately-held company that from the beginning was dedicated to building and preserving assets for clients. His voice and persona, Poppy, have been heard on radio stations throughout the New York metropolitan area for decades.

At David Lerner Associates, we believe the best way to help clients achieve their financial goals is to meet with them virtually or face-to-face, either in their home or one of our five branch offices. We believe clients should thoroughly understand and feel comfortable with their financial choices. We believe in building a client's portfolio through personalized service, not computer algorithms and Robo-services.

Keywords: David Lerner Associates, Westport , Financial Sales Professional, Sales , Westport, Connecticut

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