Opportunities for New Financial Professionals

Curious about working in sales within the financial services industry?  Cambridge Financial Services is passionate about helping prospective financial advisors launch highly successful careers in financial services.

Our program for new financial professionals is an extensive development program that will provide you with the specific skills, resources, coaching and financial support to help you establish a highly productive and exhilarating career.  As a member of our team, you will have access to the following five essential components of our Premier Program:

Training & Development Programs that focus on helping you understand the needs and objectives of today’s business owners, professionals and other affluent clients; give you the tools and programs you’ll need to succeed in those markets; and complement those tools with advanced sales concepts and techniques you’ll need to grow and expand your practice.

Prospecting, Marketing & Lead Generation Programs that help you recognize and approach the right people in the right markets at the right time; position yourself as a resource to those markets; and become an acknowledged expert in your chosen area of specialty.

Selling Strategies: What to Sell & How to Sell It –We’ll give you the product knowledge and teach you the presentation skills you need to assess your clients’ needs and objectives; educate them on the value of specific products, services, and concepts; and enable you to transition to the sale and/or implementation of those products, services, and concepts.

Practice Management Strategies that help you incorporate today’s best practices into your day-to-day operations, including business management strategies; provide you with client, data and needs-analysis systems, on-demand illustration technology and access to web-based client presentation programs; and offer required continuing education resources.

A Competitive Total Compensation Program which can include a three-month internship program while you’re studying, obtaining licenses and building a client base; followed by a three-year base salary plus commission program to help you build a solid client base and a steady flow of income.

As our representative, you will focus on providing financial solutions to executives, professionals and businesses -- including, income protection, estate planning, retirement planning, and wealth accumulation. You will recommend and sell appropriate financial products such as investments, insurance, and annuities.

For more information, contact Brandon Clarke, Partner

 

What makes you the ‘Right’ Fit for this Career?