Financial Advisor - Leo IN

Advisor Talent Solutions; Leo; Presencial; INR 5.814.000 - 8.721.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance Stipend

401k

PTO

Descripción de la vacante

Advisor Employee Services is seeking a Financial Advisor for Fort Wayne, IN to expand a growing client base and provide expert financial planning. You will meet one-on-one with leads from seminars and referrals, service existing clients, and help develop long-term relationships with personalized guidance.

The role involves presenting customized plans for investments, insurance, and retirement, while collaborating with the main Advisor to hit team goals.

Formación

• College degree preferred.
• 3+ years of financial services experience with emphasis on sales.
• Life and Health Licensed; Series 65.
• Strong organizational, prioritization, interpersonal and management skills.
• Excellent communication skills; verbal and written; CRM experience is a plus.

Responsabilidades

• Prepare, present, and implement customized financial plans.
• Assist clients with annuities, life, long-term care, and money management.
• Provide financial planning advice including investments, insurance and retirement.
• Develop, manage, and retain strong client relationships.
• Assist the main Advisor with meeting individual and team goals.
• No cold calls; access to the best leads.

Conocimientos

Sales experience

Client relationship

Strong communication

MS Office proficient

Educación

Bachelor's degree preferred

Herramientas

Redtail CRM

MS Office

PowerPoint

Descripción del empleo

Job Description:

Financial AdvisorAre you looking to expand your career and join 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 when we would like to talk to you! Our well-established and growing financial firmRunestad Financial ServicesinFort Wayne, INis seeking to add a Financial Advisor to our Team.

The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. 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 – including introducing the main Advisor.

Key Traits:

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

Minimum Requirements:

• College degree preferred
• 3+ years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65
• Strong organizational, prioritization, interpersonal, and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
• Experience with Redtail/CRM preferred, but not required

Position Responsibilities:

• Prepare, present, and implement customized financial plans
• Assist clients with annuities, life, long-term care, and managing money
• Provide financial planning advice to include investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Assist the main Advisor with meeting individual and team goals
• No cold calls; we provide access to the best leads

Salary: Based on experience

Benefits:

• Health Insurance Stipend
• 401k
• PT0

Presented by Advisor Employee Services

Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Requirements: