Elite Financial Advisor: Close High-Value AUM

Magellan Financial & Insurance Services, Inc.; Woodstock (GA); On-site; USD 90,000 - 300,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Annual Bonus

Job summary

A financial services firm in Woodstock, GA, is seeking a Director of Acquisitions to drive client engagement and convert warm leads into clients. The ideal candidate will have a strong background in sales with an active Series 65 license and Georgia Life Insurance license. This position offers a competitive compensation package based on performance, focusing on advisory roles and fostering long-term client relationships.

Qualifications

• 2+ years of experience closing significant new AUM and annuity premium.
• Ability to lead client meetings translating complex strategies into actionable decisions.
• Empathetic and trustworthy communication style.

Responsibilities

• Convert warm, pre-qualified prospects into clients.
• Design sophisticated retirement plans integrating various financial products.
• Spend over 90% of the week in client-facing activities.

Skills

Active Series 65

Georgia Life Insurance license

Proven track record in sales

Strong interpersonal skills

Job description

A financial services firm in Woodstock, GA, is seeking a Director of Acquisitions to drive client engagement and convert warm leads into clients. The ideal candidate will have a strong background in sales with an active Series 65 license and Georgia Life Insurance license. This position offers a competitive compensation package based on performance, focusing on advisory roles and fostering long-term client relationships.