Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm is expanding and seeking to add an Advisor to our already successful organization.
This Advisor will have the opportunity to help existing clients with ongoing financial plans and to grow our offices by meeting one on one with potential clients who’ve learned about us through a variety of sources including workshops, referrals, radio and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Minimum Requirements:
• College degree preferred
• 4 + years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65
• Strong organizational, prioritization, interpersonal & management skills
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written
• Proficiency with Office Suite including a strong working knowledge of Excel
Position Responsibilities:
• Prepare, present and implement customized financial plans
• Assist clients with retirement solutions including annuities, life, long-term care & managed money
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage and retain strong client relationships
Key Traits:
• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Ability to adapt to an ever-changing environment
• Strong ability & desire to learn
• Persuasive ability
This exciting position offers a base pay of approximately $60,000 plus the ability to earn commissions! Total compensation range $150,000-$300,000