Financial Advisor

Prudential Financial; Decorah (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with match

Pension plan

Disability insurance

Job summary

A leading financial services firm is seeking a Business Development Manager in Decorah, Iowa. The role focuses on servicing existing clients and building a strong client base through exceptional referral programs. Candidates are required to have relevant licenses and experience in finance. This position offers various retirement programs and comprehensive employee benefits including medical and disability insurance.

Qualifications

• Series 6 and 63 required, Series 7 and 66 preferred.
• Insurance license required.
• Three or more years of industry experience.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using referral programs.
• Create client solutions without proprietary sales requirements.

Skills

Client relationship management

Financial service knowledge

Sales strategy development

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Prudential Financial

Business Development Manager/ Stategic Growth Partner/ Upper Midwest & MT, WY

Prudential Advisors is looking for an experienced financial professional in the Decorah area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

• Our open architecture platform for client solutions
• Our practice building support

.

This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with Prudential’s exceptional referral programs
• Access to 20 different types of lead programs
• The opportunity to create client solutions without proprietary products sales requirements
• Compensation that is 100% benefitable regardless of the product or company you sell
• The look and feel of an independent advisor with the benefits of being an employee.
• 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.
• Transition support
• Practice Building programs

We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today.

Requirements:

• Series 6 and 63 required. Series 7 and 66 (63/65) preferred
• Insurance license required
• Three or more years of industry experience
• If you are interested to learn more call me at 612.799.4754 or if someone in your network may be a good fit, feel free to forward my message to them. Thank you!
• Seniority Level
• Entry level
• Employment Type
• Full-time
• Job Functions
• Skills

Required qualifications

• Are you willing to undergo a background check, in accordance with local law/regulations?
• Ideal Answer: Yes
• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
• Ideal Answer: No
• Are you legally authorized to work in the United States?
• Ideal Answer: Yes

Preferred qualifications

• How many years of Finance experience do you currently have?
• Ideal Answer: Minimum: 1

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Prudential Financial by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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