Financial Sales Professional
Company: David Lerner Associates
Posted on: May 6, 2022
Your success is our goal!
Are you ready for a career as a Financial Services
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
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
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)
Face to Face Prospecting
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)
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
Didn't find what you're looking for? Search again!