Werlin Paul

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Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (727) 898-0212

Address: 688 Shore Dr, Largo, FL 33771

Mutual Funds
HCR works with Banks, Third-Party Marketing Firms, Mutual Fund Companies, Insurance Companies and Brokerage Firms across the country. HCR is the only firm that f
Wealth Management
Tampa Bay area: Major player in providing bond research to Financial Institutions is seeking to dramatically expand their NBD commitment. They're seeking an experienced professional for a home-offie position to prospect and close deals with banks- specifically to their Wealth Management, Trust, and Tresury areas. The firm has a well-established reputation for top-quality products, services and support. Candidates must have minimum 3 years experience in a similar role and have an established prospect list of decision makers in banks. Must have minimum FINRA 7 preferred along with clean U4. Strong selling, prospecting and closing skills. Excellent communications skills, team player, and self-motivation essential. Competitive benefits package and very strong compensation plus performance bonus opportunity. Position will report to firm CEO. FLA010

Financial Planning
Retirement Planning
Annuities
Leading independent distributor of annuities and alternative investments is seeking an experienced Wholesaler to take over an existing territory, preferably based in the greater St. Louis area. Candidate will cover large and small financial institution clients in the territory including well-known super regional banks and TPMs. Candidates must have minimum 5 years wholesaling experience, preferably in the bank channel. Must also have outstanding communications and presentation skills along with territory management ability. FINRA 6 is a must, with a 7 preferred as well as appropriate insurance licensing, FINRA 63 and 65 is a plus. Solid base plus overrides and incentives. This is not an independent contractor position! Full benefits package and expense reimbursement. Great firm with experienced management team with best-selling products. Great opportunity to grow the territory as well.

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