The Legend Group has a new and exciting Financial Professional opportunity in Erie, PA.
The successful candidate will have the opportunity to service new and existing clients in current 403(b) and 457(b) payroll slots.
For over 50 years, The Legend Group has been helping investors to work toward their financial goals.
Our Broker-Dealer and Registered Investment Adviser is a full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.
Midwest Legend Group has developed a turnkey system to turn leads into clients, onboard, and manage client relationships to stay compliant, uncovering new planning opportunities, and maximizing retention and profits.
Compensation flexible and commensurate with experience.
The qualified individual will:
- Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Professional
- Ability to generate leads; set and hold productive meetings; present and implement solutions and be proactive in providing ongoing support and service
- Understand that our value lies in the depth of client relationships and is exceptional at developing them, particularly with high net worth prospects and clients
- Be an established, consummate professional at all times, both internally with our team and externally with the public
- Provide clients with a full range of investment services that Midwest Legend Group offers
Desired Skills and Experience:
- 1+ yrs. financial sales experience preferred
- Bachelor's degree or equivalent business experience
- Ability to build and manage client relationships
- Excellent written and oral communication skills
- FINRA Series 6/7, 65/66 and state insurance license preferred; exceptional candidates without this licensing will be considered