Financial Advisor-Springfield, IL

About the job

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

• Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
• Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.
• Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.
• Experience in the Finance and Insurance industry – for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities!

• Work with current or new members to provide them information about the financial services their families could utilize.
• Networking with individuals throughout the community.
• Continuously prospecting in order to secure appointments.
• Participating in mentor-lead appointments.
• Asking customers for favorable introductions.
• Engaging in personal observation through the community.
• Participating in fraternal activities.

• Medical, dental and vision Insurance paid for
• 401(k) retirement planning with company match
• Non-contributory pension plan
• Group term life insurance benefits
• Expense-paid trips, valuable prizes, and exciting incentives