Financial Advisor

Position Overview

This advisor will have the opportunity to meet one-on-one with company leads from seminars, referrals, and marketing. The ideal candidate for this role will be someone who is a closer. Initial duties include working alongside the Sr Planner and Associate Planner performing 1^st, 2^nd and 3^rd calls to move the prospect to client.  Personal prospecting is encouraged as well.

Ideal Qualities

• Personable attitude and willingness to build relationships with prospects
• Ability to explain complicated financial concepts in an easily understandable way
• Familiarity with interpreting financial data (Profit and Loss, Balance Sheet, taxes) preferred
• Constant learning mentality. Ability to learn and retain a wide variety of subject matter
• Team player willing to take initiative to help when needed
• Self-starter who does not need to be micromanaged/ability to work independently
• Problem-solving/troubleshooting ability will be a necessity
• Ability to prioritize and seek assistance in determining task sequence
• Willingness to take initiative and proactively follow up with clients
• Ability and willingness to adapt to a changing environment

Responsibilities

• Learning about the business model
• Business Closer
• Meeting with prospects on a regular basis via phone, in person, and email
• Being a team player in the POD structure

Minimum Requirements:

• Strong sales experience with successful sales history and track record
• 5+ years of financial service experience required
• CFP or ChFC; Life and Health Licensed; Series 65
• Strong organizational, prioritization, interpersonal, and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite
• Experience with CRM required
• Strong Client Service skills, mentality and attitude
• Insurance, Investment and financial services experience

Salary and Benefits

• Salary first year, plus commissions
• Medical, Dental and Vision benefits, 401k, and generous PTO