EntryLevel Financial Advisor

Responsibilities

• Create customized financial plans using our products and services based on each client’s potential life and financial needs.
• Research and provide financial advice and strategies through educational meetings or seminars suitable for client risk tolerance and financial objectives.
• Implement social media and other marketing tools to identify, seek, and generate prospects, fostering long‑term relationships.
• Collect personal financial information from each client, including status, cash flow, and expectations for documentation in our CRM.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Hire, develop, and expand our field of advisors across the state.
• Lead and motivate the sales team by setting a sales plan for each associate, identifying individual sales targets, and overseeing training programs.
• Coach and counsel sales team members, evaluate their performance, and offer suggestions for improvement.
• Identify new sales opportunities, emerging markets, and lead‑generation programs to sustain growth.
• Build and execute business plans to expand sales volume and set new sales goals.
• Assist agents in presenting client solutions using a comprehensive array of financial products and services.
• Transition into management as an Associate Partner once program requirements are achieved.
• Develop a personalized, long‑term strategy and gain hands‑on experience while assisting clients in achieving their financial goals.
• Select, hire, and grow your financial professional team as an associate partner.
• Facilitate success as a manager by participating in a six‑month Associate Partner Training Program.

• Ability to network and prospect for new clients.
• Effective relationship management skills.
• Uncompromising integrity and skill in communicating complex ideas.
• 3‑5 years of experience in insurance or investment sales management, or leadership in a sales department.
• Exemplary communication, leadership, and analytical skills.
• Proven track record of sales success.
• Experience in the financial services and/or insurance industry is required.
• Sales experience needed.

• Highly motivated.
• Goal‑oriented.
• Strong communicator.
• Organized.
• Seeking a rewarding and challenging career.

$80,000–$100,000 per year.

Equal Opportunity Employer. M/F/D/V.