Asesor de Jubilación/Ventas

FEFA Financial LLC; Valley Park (MO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

FEFA Financial is seeking Retirement Advisors focused on acquiring new assets for the firm. This is a sales-oriented role where you meet with potential clients to understand their needs and present FEFA’s solutions.

Training and licensing costs are covered as part of our development path, even if you are not licensed at start. All advisors receive 6–12 months of training before engaging with clients, and the firm emphasizes a non-typical path to growth, rewarding a competitive spirit and

Qualifications

• Experience is not required; FEFA will license and train hires in house.
• Role focuses on acquiring clients rather than servicing them.

Responsibilities

• Meet with potential clients to educate them about FEFA's services.
• Identify opportunities to help clients solve financial needs through FEFA.
• Work in a sales-focused environment with in-house training on licensing costs.

Skills

Sales

Client acquisition

Communication

Job description

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Preface:

This is a job posting for a specific type of person. Experience is not required as we are happy to license and train hirees in house. My name is Andrew Stringer, CEO of FEFA Financial, and I wrote this job post myself to ensure that we do not get the wrong type of applicant.

We know that most people will not read this entire post and we are okay with that. We're not the right fit for most people. We also know that most people who apply on job websites are looking to apply for as many jobs as possible in the shortest amount of time possible, whereas we want someone who wants to work hard to find the right company in hopes they will be there for double-digit years.

We are entering an extended growth phase and are looking to bring on talented, hard-working, unentitled people who are enjoyable to work with as advisors (regardless of whether they are already licensed or not as we do cover studying and licensing costs as some of our best advisors were not licensed when they first came aboard).

We have two types of advisors at FEFA. We have “Retirement Advisors” and “Planning Advisors.”

This job posting is specifically for Retirement Advisors. Retirement Advisors are focused on acquiring new assets for the firm. This is not a position that involves servicing your Clients. We have a team that does that for you.

All advisors receive 6-12 months of training (drop in the bucket if you align with our values) before talking to Clients (whether already licensed or not).

Company Intro:

FEFA Financial (FEFA) is a federally registered Financial Advisory. We are a very unique company and do many things differently from our industry which is something we are proud of and our Clients love! We do not prioritize maximizing profits. Our top priority is to hire people who want to be a part of a company that is:

• Doing things that most cannot do
• Doing things no one else will do

Assuming that we hire people that want to be a part of an organization that shares those motivations and the following Core Values, then we know that everything else will fall into place for both Clients and everyone here at TeamFEFA.

We never stop pushing the bounds on ways to improve our processes and service offering. We are obsessed with finding new ways to distance ourselves from our competition. Therefore this is not a company for people that lack a competitive spirit or the motivation to always be improving themself.

-Having fun at work

-That actually enjoying your co-workers company produces the best work culture

-That being direct with co-workers is the only way to have the culture that we want

-That in-office politics of have no place within our firm

We believe:

But we also believe that all of that is only okay if everyone is working to legitimately put the Client’s needs in front of our own. Our “DNA” is right below and we believe that people must align with it to be a good fit here. We are not in the business of wasting anyone’s time, whether ours or yours.

FEFA’s DNA:

FEFA's Why:Because people deserve better

Core Values:

1. Start with why: Why you do something matters as much as what you do.
2. Good isn't good enough: If it isn’t broken, still try to make it better.
3. Winners win: Don’t be entitled. Don’t make excuses. Just win!
4. Embrace change: The only constant you can rely on is change
5. Name on the front > name on the back: Don’t put yourself above the team.
6. It's gotta be fun: Life is too short to not enjoy what you do.

Retirement Advisor Position Description:

A Retirement Advisor’s job is to acquire Clients meaning it is more of a “sales” job. However, we do not believe sales includes:

• Cold calling those that did not ask for an appointment
• “Closing” Clients because on anything more than a vacuum purchase, closing is not a real thing - the job is about uncovering problems the potential client has and then showing our capabilities to solve said problems

Our Retirement Advisors do not pressure anyone. They do not even solicit our services during the first meeting. FEFA stands for Financial Education First Always and that is why our brand is in demand as much as it is. In this role, your job is to meet with potential clients and ensure they have the education they need to put themselves in a better position. Then, about 80