Lead Sales Advisor

SGL Financial is an established wealth management and financial planning firm serving the Buffalo Grove and Chicago area for more than 22 years.

We oversee approximately $650 million in assets and proudly serve more than 850 families through our comprehensive wealth management, retirement planning, investment management, and insurance planning services.

Our mission and core beliefs guide everything we do:

• Our clients' financial security and peace of mind are always our #1 focus
• Exceptional service, responsiveness, and attentiveness are non-negotiable
• A passion for financial planning and helping others is at the heart of everything we do
• Relationships matter most. Our clients become part of our extended family

We provide a stable, growing organization with proven systems, strong leadership, advanced technology, marketing support, and a collaborative team environment that allows advisors to focus on what they do best: helping clients make confident financial decisions.

Are you an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions?

SGL Financial is seeking a motivated and client-focused Lead Sales Advisor to join our growing team.

Unlike many advisory firms, you will not be responsible for prospecting or lead generation. Our dedicated Marketing and Lead Development Departments generate and schedule qualified appointments on your behalf. Advisors can generally expect approximately 15-20 appointments per week, allowing them to focus their time on meeting prospects, delivering financial planning recommendations, and closing new business.

This role is ideal for an advisor who enjoys the relationship-building and sales aspects of financial planning while leveraging a proven process and robust support infrastructure.

You will work closely with our planning and servicing teams to develop initial planning recommendations, guide prospects through the decision‑making process, and help transition clients into long‑term relationships with SGL Financial.

As a Lead Sales Advisor, your primary objective is to convert qualified prospects into long‑term SGL clients while delivering a consultative and fiduciary planning experience.

• Serve as a positive ambassador of the SGL Financial brand at all times
• Meet with prospective clients provided through SGL's marketing and lead‑generation systems
• Build trust and establish new client relationships
• Conduct discovery meetings and fact‑finding discussions
• Identify client goals, concerns, opportunities, and planning needs
• Present customized financial planning recommendations
• Develop initial retirement, investment, and income planning strategies
• Recommend investment advisory, annuity, insurance, and retirement planning solutions when appropriate
• Acquire new assets under management and insurance business for the firm
• Collaborate with the planning and service teams to implement recommendations
• Ensure all compliance, suitability, documentation, and confidentiality requirements are met
• Follow SGL client communication and service standards
• Maintain accurate CRM documentation and workflows
• Meet annual production and business development goals

Most advisory firms expect advisors to spend substantial time prospecting, cold calling, networking, and finding their own opportunities.

• Dedicated Lead Development Specialists generate opportunities
• Marketing campaigns are company‑funded
• Appointments are scheduled directly into your calendar
• You focus on meeting prospects and building relationships
• Planning and service support teams help manage ongoing client needs
• Advisors spend more time advising and less time prospecting

• 3-5+ years of experience working with clients in financial planning, wealth management, or advisory services
• Illinois Life and Health License
• Series 65 or Series 66 & 7 combined
• Bachelor's Degree
• Strong sales and relationship‑building skills
• Excellent presentation and communication abilities
• Strong understanding of retirement planning concepts
• Ability to close new business opportunities…