Financial Planner Broward...... Mike Lynch, CFP®

CONNECT

Address:

Our Mailing Address 1792 Bell Tower Lane
Weston, FL 33326

Phone:

954-423-1936

Fax/Other:

954-423-3559

Careers

We are always looking for talented individuals to join our team. If you would like to be considered for employment with Money Matters of America, Inc, please email your resume to Mike@Moneymattersofamerica.com

Financial Services Representative is responsible for the marketing, sale and service of Investments and Insurance products that meet the needs of clients.

Job Requirements:

  • Develop and cultivate client base.
  • Consistently meet or exceed company production objectives by persistently achieving the needs of the client.
  • Comply with industry and company rules and regulations.
  • Meet with clients inside and outside of the office to establish client needs and recommend appropiate products and services.
  • Business ethics, honesty and integrity.
  • Strong interpersonal skills.
  • Knowledge of, or the ability to learn Investment and Insurance products and explain the products to clients and colleagues.
  • Knowledge of, or the ability to learn, prospecting and selling processes, and the ability to manage the delivery of these systems.

Equal Opportunity Employer