Offer summary

Qualifications:

College degree preferred, 2+ years of financial service experience required, Series 65 and Life and Health licenses required, Strong organizational, communication, and analytical skills..

Key responsabilities:

Prepare and implement customized financial plans for clients

Assist clients with various financial products including annuities and insurance

Develop and maintain strong client relationships

Support the main Advisor in achieving individual and team goals.

Job description

Advisor - Subject Matter Expert Wealth Management

Are you looking to expand your career and be a 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 virtual sales team is seeking to add a Wealth Advisor to our Team!

This Wealth Advisor will have the opportunity to meet one-on-one with a combination of company leads generated from multiple online and direct mail resources, seminars and your existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.

Key Traits:

Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability

Minimum Requirements:

College degree preferred
2+ years of financial service experience required
Series 65 and Life and Health required
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 preferred

Position Responsibilities:

Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist main Advisor with meeting individual and team goals