Sales Representative / Financial Sales

Job Description

Are you looking for a new career path? One that will give you the opportunity to finally build something for yourself? David Lerner Associates has just the opportunity for you.

We are looking for driven and entrepreneurial-minded people to become Investment Counselors. As an Investment Counselor you will meet with prospective clients before they invest in order to determine their needs , objectives and their risk tolerance. While we carefully structure our investors' portfolios to meet their financial needs, we focus on those investments, some of which are proprietary, that we believe are based on real value and are designed to pay dividends and interest. We are committed to fulfilling our obligation to guide our investors to help them achieve their financial goals.

If you are an ambitious, success minded person, David Lerner Associates will provide all of the training and support you need to build a successful career in the investment industry. Armed with these resources, the average income of our Investment Counselors with 2+ years of experience in 2017 was $220,882.

Individuals with the following backgrounds may find a career at David Lerner Associates rewarding:

Copier Sales Representatives, Copier Account Executives, Capital Equipment Sales Executives, Capital Equipment Account Executives, Insurance Sales Representatives, Financial Services Sales Representatives, Insurance Sales Executives, Insurance Agents, Producers, Financial Services Account Executives, Real Estate Sales Representatives, Real Estate Agents, New Home Sales Representatives, New Home Counselors, Investment Counselors, B2C Sales Representatives, B2C Account Executives, Business to Consumer Sales, Business to Business Sales, B2B Sales Representatives, B2B Account Executives And all Entrepreneurs, Business Owners, Prospectors, Hunters and Appointment Setters


Why David Lerner Associates?

As an Investment Counselor, you will receive:

  • Base salary up to $80K commensurate with experience plus commissions

  • We offer sponsorship for Series 7, 63 and Life and Health licensing

  • In-depth sales training program

  • Comprehensive medical program

  • Marketing support including television, radio, print and direct mail and company sponsored seminars

  • Participation in prospecting events including seminars, networking events and trade shows


    If you are a motivated, results driven individual with a track record of success in business or sales you are invited to join our rapidly expanding team. The ideal candidate will meet the following requirements:

  • Self- starter, highly motivated, and have a track record demonstrating that you are a high achiever.

  • Willing and able to prospect.

  • Diligent, hardworking and able to work independently

  • Goal oriented


    Build a network, build a business, build a career! Apply Now!

    Member FINRA & SIPC Equal Opportunity Employer

    Corporate Headquarters: Syosset, New York Branch Offices: New York, New Jersey, Connecticut, Florida


    Related Titles: Sales Representative, Sales Executive, Account Executive, Investment Advisor, Investment Counselor, Financial Planner, Financial Consultant, Outside Sales Executive, Outside Sales Representative, Financial Services Sales Representative, Financial Services Sales Executive, Entrepreneur, Insurance Sales, Insurance Sales Agent, Insurance Sales Representative, Producer, New Homes Counselor, New Homes Sales Representative, Real Estate Agent, Real Estate Sales Representative, Business Development Executive, Business Development Sales Executive, New Business Sales, New Business Development, B2B Sales, Business to Business Sales, B2C Sales, Business to Consumer Sales, Mortgage Consultants, Mortgage Sales Representatives


Company Description
David Lerner Associates-Celebrating 42 years! Founded in 1976, David Lerner Associates , Inc. is a privately-held securities broker/dealer with clients' assets totaling approximately $5.1 billion. The firm offers a variety of financial products that it considers to be part of the "Sensible Middle Ground of Investing." David Lerner Associates is headquartered in Syosset, NY, with 5 branch offices in the tri-state area and Florida.

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