Job Details

Sales
Full Time
November 5, 2020

Financial Sales Representative- Brooklight Place Securities

In 2018, BPSI took a quantum leap forward in our mission to better serve our reps and clients, partnering with Brokers Alliance and Acrylic Financial to create a 3-legged stool for financial services. By synthesizing a captive business model in an independent setting, our firms’ respective reps, agents and advisors have access to some of the biggest and best companies, products and services in the financial services industry.

Our approach is straight-forward: support our Reps and clients to identify specific long-term goals and then develop and implement strategies to meet them. Our unique combination of the best Reps in the industry and convenient access to an extensive portfolio of mutual funds, variable products, stocks and bonds provides clients peace of mind when thinking about how to achieve their financial services goals. No fluff.

If you want to take control of your business and work towards a brighter tomorrow for you and your clients, apply for an opportunity to join Brooklight. Brooklight is a boutique broker dealer that offers the ability to break from your captive business so you can grow and prosper. Whether you are just starting out or a seasoned veteran looking for a better fit, we would love to hear from you.

Job Responsibilities

As a Brooklight representative we supply you with the tools you need to attract clients. A back office that is here to work for you and ensure you are able to spend your valuable time meeting client needs as opposed to being on the phone with carriers.

  • Making outside sales calls

  • Prospecting and networking with potential clients

  • Closing and executing sales transactions

  • Servicing existing clients

  • Analyzing and compiling presentations

  • Attending training sessions and meetings

  • Staying up tp date with continuing education and compliance

Job Requirements

Being a financial representative with Brooklight requires: strong entrepreneurial spirit, confidence, persistence and a high degree of personal integrity. This will aid you in being able to quickly establish trust and build relationships with your client base. Our reps come from all different backgrounds.

Specific Requirements

  • Series 6 or 7 (Or ability to obtain)

  • Series 63 or 66 (Or ability to obtain)

  • Excellent communication skills

  • Authorization to work in the United States

  • Sales experience will be helpful but is not required

If this sounds like the right opportunity for you please hit apply or follow the below link, fill out our contact us form and one of our recruiters will be in touch.

https://brooklight.com/contact-us

Thank you for your interest. Please complete the fields below and click "Submit".