Financial Advisor
The Bergin Agency - Cranford, NJ
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The Bergin Agency, based in Cranford, NJ, is looking for three qualified Financial Advisors (FA). A locally owned, independentfull-service client centric financial and retirement planning firm, we have been providing services to clients since 1990. FAs with the firm provide professional guidance and innovative solutions for the investment and retirement planning needs of employees of non-profit employers through a holistic and integrated approach. The firm is affiliated with Lincoln Investment, a privately held broker-dealer/register investment adviser with over $45 billion in total assets.Highlights:Existingqualified territories in North Jersey AreaNO COLD Calling requiredVERY competitive product offeringPick your own method of compensationRenewal income stream on almost every productBoth in-person and digital marketing platforms availableThis is a potential succession plan opportunityQualified candidates will:Display the ability to be a self-starter/entrepreneur and demonstrate skill with relationships and the key competencies required to be a successful FAHave the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing client support and serviceBe an established, consummate professional always, both internally with our team and externally with the publicProvide clients with a full range of investment and insurance solutionsPreferred Skills and Experience:Bachelor's degree2+ years of financial services sales experienceExisting book of businessExcellent written and oral communication skillsAbility to prospect for and service clients digitallyFINRA Series 7/66 or 6/63/65 registrationsNJ state insurance license
Created: 2024-09-19