Lead Sales Advisor

Job Title:

Lead Sales Advisor (Financial Planning & Wealth Management)

Location:

Onsite & Hybrid*, Buffalo Grove, Illinois,60089
Industry: Financial Services
Compensation:
Negotiable
Relocation Assistance:
No
Visa sponsorship eligibility:
No
Job Summary

Are you an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions?We are seeking a motivated and client-focused Lead Sales Advisor to join a leading financial institutions'sgrowing team.

Unlike many advisory firms, you will not be responsible for prospecting or lead generation. Our dedicated marketing and lead development teams generate and schedule qualified appointments on your behalf. Advisors can generally expect approximately 15 to 20 appointments per week
, allowing them to focus on meeting prospects, delivering financial planning recommendations, and converting opportunities into long-term client relationships.

This role is ideal for an advisor who enjoys the relationship-building and sales aspects of financial planning while leveraging a proven process and strong operational support. You will work closely with planning and service teams to develop recommendations, guide prospects through the decision-making process, and help transition clients into long-term relationships.

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

• Meet with prospective clients provided through the firm'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
• Collaborate with planning and service teams to implement recommendations
• Ensure all compliance, suitability, documentation, and confidentiality requirements are met
• Maintain established 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 generating their own opportunities.

In this role:

• Dedicated Lead Development Specialists generate qualified 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 to 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 & Series 7 combination
• 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 ethically and consultatively
• Detail-oriented and highly organized

• Certified Financial Planner™ (CFP®) designation

We believe that taking care of our team is the foundation of a strong, thriving organization. We are committed to supporting employee well-being, professional growth, and long-term success. Our compensation and benefits package is designed to…