ARC Specialist Financial Advisor — Client Solutions

Abacus Life; MetroWest (FL); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Variable compensation

Retention bonus

Job summary

LifeARC Advisers LLC in Orlando seeks a LifeARC Financial Adviser to join our ARC Specialist team. You will develop relationships, provide personalized advisory solutions, and support clients through the LifeARC platform.

The role handles inbound inquiries, showcases LifeARC capabilities, collects client data per KYC, and documents interactions in Salesforce to maintain a robust client record.

Qualifications

• Currently holds Series 65 license or willing to obtain within 90 days.
• Minimum of one year experience in financial services or a sales environment with goals met.
• Minimum of one year in investments industry with knowledge of investment products and services.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship building skills.
• Effective written and verbal communication with ability to build trust.

Responsibilities

• Handles inbound inquiries from LifeARC website leads.
• Positions LifeARC and Abacus Affiliates capabilities to clients.
• Collects client profile data following standard KYC procedures to Open accounts as appropriate.
• Serves as interim Financial Adviser, providing recommendations based on LifeARC and servicing client relationships.
• Documents all client interactions and opportunities within Salesforce.

Skills

Analytical Thinking

Client Solutions Advisory

Emotional Intelligence

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

LifeARC Advisers LLC in Orlando seeks a LifeARC Financial Adviser to join our ARC Specialist team. You will develop relationships, provide personalized advisory solutions, and support clients through the LifeARC platform.

The role handles inbound inquiries, showcases LifeARC capabilities, collects client data per KYC, and documents interactions in Salesforce to maintain a robust client record.