Recruiting to Teams

Running an advisory business is hard as it is. Between identifying ideal clients, attracting them to take a meeting with you, bringing them through a process that proves they can trust you and furthermore, engage with you to do business, time is of the essence. When adding in the ongoing servicing of those clients while balancing the roles and responsibilities of a team to ensure the unit is all moving in the same direction, little time and bandwidth is left for trying to identify the next star team member to join, support and further grow your practice. That’s where our platform at EWS comes in to help – WE help the teams within our partnership collective attract and onboard the RIGHT talent that fits YOUR business model so you don’t have to.

Finding the right talent isn’t an easy task, but through the combined 60+ years of industry experience, we can make the match making process easier. It’s one thing to recruit someone to your team, but it’s another task to bring in a partner. Through a multi-faceted approach, WE do the leg work to find the right candidates that may be a good match for your model, but at the end of the day, YOU decide whether they are the right fit. After all, this is your business, not ours, so it’s not our place to determine who you should be working with.

We follow a step by step process to find the right person for your team, and that process starts with you at the center.

1. Our Team Leads complete an “ideal Team Member” survey.

2. We take this data and generate a multi-channel approach to identify and target these ideal candidates.

3. From there, our team connects, interviews and vets out the potential teammates to save you time and energy by avoiding the screening process. When we agree they could be a good match, at that time, we make an intro after legitimizing their sincerity and interest.

4. Once your ideal team member and your team agree they are ready to come on board, we work with you and get as involved or removed from the process as your prefer.

5. From there, (At your discretion) OUR team at EWS can provide ongoing support to get them up to speed to be an asset to YOUR private label.

Let’s set up time to discuss what building a team with us looks like to you!

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Simon Weinstock

Business Development Field Leader

Simon Weinstock joined Empire Wealth Strategies in 2018 as a Business Development Field Leader, bringing his invaluable life insurance industry experience. He has been part of the life insurance and financial planning industries since 2002. For the first three years of his career, Simon directly interacted with and sold insurance to small business owners and families.

Since 2005, Simon has built a longstanding career helping experienced life insurance agents build their firms, get new clients, build long-lasting business relationships, create long-term business success strategies, and more. He also mentors and guides new players in selling life insurance, disability insurance, long-term care insurance, and annuities.

At EWS, Simon created his own team, The A1A team, of qualified and experienced brokers. He uses the invaluable resources EWS offers to its clients to help support brokers, life insurance professionals, and other clients qualified to join the A1A team.

Simon’s strength lies in his keen understanding of human emotions, problem-solving ability, meticulous approach, and indubitable passion for life insurance. He teaches brokers and insurance agents to understand the consumer and coaches them to keep a humane approach in their business vision and day-to-day approaches.

Despite being a mentor for other brokers, Simon has not forgotten his roots and what made him excel at his job. He remains engaged with consumers to maintain his field knowledge and better guide other insurance agents. Simon believes his passion for life insurance came from his parents, who were a part of this field. Today, his wife and two sisters are also in this industry.

When Simon is not occupied as a consummate professional at EWS, he likes spending time with his wife and kids and educating himself on new material focused on professional development. Simon also travels a lot since he has multiple offices spread across New Jersey and New York and enjoys meeting brokers in their offices - at their convenience.

Outside of work and family, Simon thoroughly enjoys winemaking and prepares yearly quantities of red wine for his family and friends. He relishes in the harvesting process as it is similar to mentoring brokers; it requires a keen eye, experience, attention to detail, and time to perfect the wine. Simon also occasionally prepares white wine and Concord grape juice.

Simon ventures to help people with chronic illnesses by guiding them toward the right medical professionals for their condition. He uses his insurance underwriting experience and connections in the medical field to provide people with the tools they need to make informed decisions for their health. Simon uses his unique underwriting and medical insurance knowledge and his industry expertise and ties to help people find the guidance they need when approaching medical professionals.